SEC 13F Intelligence

Amj Financial Wealth Management / SPG

Amj Financial Wealth Management’s Simon Ppty Group Inc New Position

Does Amj Financial Wealth Management own Simon Ppty Group Inc New (SPG)? Not currently — the last reported position was 22.1K shares worth $4M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2021
Shares
22.1K
% of Portfolio
+1.28%
Quarters Held
2
position exited

Position History SPG

Reported value by quarter
Q3 ’21: $2MQ3 ’21Q4 ’21: $4MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202122.1K$4M+1.28%
Q3 202115.7K$2M+0.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amj Financial Wealth Management’s full portfolio or all institutional holders of SPG.