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Simon Property shares owned by CWM Advisors

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by CWM Advisors from 13F filings

Historical chart of CWM Advisors investment in Simon Property

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All positions including Simon Property held by CWM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by CWM Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.9M 38k 156.49
2023-12-31 $5.0M 35k 142.64
2023-09-30 $3.8M 35k 108.03
2023-06-30 $472k 4.1k 115.48
2023-03-31 $487k 4.3k 111.98
2022-12-31 $677k 5.8k 117.48
2022-09-30 $380k 4.2k 89.66
2022-06-30 $386k 4.1k 94.89
2022-03-31 $454k 3.5k 131.48
2021-12-31 $552k 3.5k 159.91
2021-09-30 $455k 3.5k 129.81
2021-06-30 $4.3M 33k 130.48
2021-03-31 $2.8M 25k 113.77
2020-12-31 $1.5M 18k 85.25
2020-09-30 $1.8M 27k 64.70
2020-06-30 $1.2M 18k 68.37
2020-03-31 $725k 13k 54.84
2019-12-31 $1.7M 12k 148.99
2019-09-30 $1.7M 11k 155.66
2019-06-30 $1.5M 9.4k 159.81
2019-03-31 $1.5M 8.3k 182.17
2018-12-31 $826k 4.9k 167.99
2018-09-30 $979k 5.5k 176.71
2018-06-30 $518k 3.0k 170.34
2018-03-31 $301k 1.9k 154.44
2017-12-31 $259k 1.5k 171.41