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Simon Property shares owned by Ethic

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

Historical chart of Ethic investment in Simon Property

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

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Quarterly reported holdings in Simon Property by Ethic

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.6M 34k 108.03
2023-06-30 $4.3M 37k 115.48
2023-03-31 $3.8M 34k 111.97
2022-12-31 $3.0M 26k 117.48
2022-09-30 $1.5M 17k 89.73
2022-06-30 $1.8M 19k 94.94
2022-03-31 $2.3M 18k 131.58
2021-12-31 $2.5M 16k 159.80
2021-09-30 $1.7M 13k 130.00
2021-06-30 $1.4M 10k 130.52
2021-03-31 $845k 7.4k 113.80
2020-12-31 $418k 4.9k 85.34