Simon Property shares owned by Phocas Financial
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Phocas Financial
from 13F filings
Historical chart of Phocas Financial investment in Simon Property
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Quarterly reported holdings in Simon Property by Phocas Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $39k | 14k | 2.78 |
| 2023-12-31 | $1.9M | 14k | 142.62 |
| 2023-09-30 | $2.0M | 19k | 108.05 |
| 2023-06-30 | $2.2M | 19k | 115.47 |
| 2023-03-31 | $1.8M | 16k | 111.96 |
| 2022-12-31 | $2.1M | 18k | 117.45 |
| 2022-09-30 | $1.6M | 18k | 89.77 |
| 2022-06-30 | $1.6M | 17k | 94.90 |
| 2022-03-31 | $2.2M | 17k | 131.54 |
| 2021-12-31 | $2.7M | 17k | 159.75 |
| 2021-09-30 | $2.2M | 17k | 129.94 |
| 2021-06-30 | $2.2M | 17k | 130.47 |
| 2021-03-31 | $1.9M | 17k | 113.77 |
| 2020-12-31 | $1.5M | 17k | 85.24 |
| 2020-09-30 | $1.1M | 18k | 64.67 |
| 2020-06-30 | $1.2M | 18k | 68.37 |
| 2020-03-31 | $737k | 13k | 54.86 |
| 2019-12-31 | $1.9M | 13k | 148.92 |
| 2019-09-30 | $1.8M | 12k | 155.57 |
| 2019-06-30 | $194M | 12k | 15976.00 |
| 2019-03-31 | $2.2M | 12k | 182.20 |
| 2018-12-31 | $2.1M | 12k | 168.02 |
| 2018-09-30 | $2.2M | 12k | 176.76 |
| 2018-06-30 | $2.1M | 12k | 170.19 |
| 2018-03-31 | $1.9k | 12k | 0.16 |
| 2017-12-31 | $3.2M | 19k | 171.76 |
| 2017-09-30 | $3.1k | 21k | 0.15 |
| 2017-06-30 | $2.2M | 13k | 161.75 |
| 2017-03-31 | $2.2M | 13k | 172.03 |
| 2016-12-31 | $2.4M | 14k | 177.69 |
| 2016-09-30 | $3.1M | 15k | 207.01 |
| 2016-06-30 | $3.1M | 15k | 216.89 |
| 2016-03-31 | $3.0M | 14k | 207.68 |
| 2015-12-31 | $2.8M | 14k | 194.45 |
| 2015-09-30 | $2.7M | 15k | 183.70 |
| 2015-06-30 | $2.5M | 15k | 173.00 |
| 2015-03-31 | $2.9M | 15k | 195.65 |
| 2014-12-31 | $3.0M | 16k | 182.13 |
| 2014-09-30 | $3.2M | 20k | 164.44 |
| 2014-06-30 | $3.3M | 20k | 166.26 |
| 2014-03-31 | $3.3M | 20k | 164.02 |
| 2013-12-31 | $2.7M | 18k | 148.24 |
| 2013-09-30 | $2.7M | 18k | 148.24 |
| 2013-06-30 | $2.9M | 18k | 157.93 |