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Simon Property shares owned by Icon Wealth Partners

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

Historical chart of Icon Wealth Partners investment in Simon Property

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

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Quarterly reported holdings in Simon Property by Icon Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $419k 3.9k 108.03
2023-06-30 $1.6M 14k 115.48
2023-03-31 $1.6M 14k 111.97
2022-06-30 $2.5M 26k 94.90
2021-12-31 $2.3M 15k 159.79
2021-09-30 $1.7M 13k 130.01
2021-06-30 $1.0M 7.7k 130.43
2021-03-31 $698k 6.1k 113.72
2020-12-31 $422k 4.9k 85.27
2020-09-30 $255k 3.9k 64.62
2020-06-30 $232k 3.4k 68.38
2019-03-31 $51k 279 182.80
2018-06-30 $47k 279 168.46
2017-12-31 $48k 279 172.04