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Simon Property shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Simon Property

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simon Property by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $251k 1.6k 156.45
2023-12-31 $228k 1.6k 142.60
2022-12-31 $2.1M 18k 117.48
2022-09-30 $2.7M 30k 89.76

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Top funds holding Simon Property

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Geode Capital Management
Morgan Stanley
FMR
Legal & General Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
T. Rowe Price Associates
Nuveen Asset Management
Daiwa Securities Group
Northern Trust
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft

View all funds holding Simon Property