Simon Property shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Simon Property
Tip: Access up to 7 years of quarterly data
All positions including Simon Property held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Simon Property by Octavia Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $400k | 2.6k | 156.52 |
2023-12-31 | $378k | 2.6k | 142.66 |
2023-09-30 | $300k | 2.8k | 108.04 |
2023-06-30 | $327k | 2.8k | 115.49 |
2023-03-31 | $314k | 2.8k | 111.98 |
2022-12-31 | $360k | 3.1k | 117.49 |
2022-09-30 | $277k | 3.1k | 89.88 |
2022-06-30 | $285k | 3.0k | 94.56 |
2022-03-31 | $399k | 3.0k | 131.51 |
2021-12-31 | $570k | 3.6k | 159.66 |
2021-09-30 | $463k | 3.5k | 130.86 |
2021-06-30 | $466k | 3.6k | 130.46 |
2021-03-31 | $465k | 4.1k | 113.78 |
2020-12-31 | $415k | 4.8k | 86.66 |