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Simon Property shares owned by Private Ocean

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

Historical chart of Private Ocean investment in Simon Property

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

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Quarterly reported holdings in Simon Property by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $17k 109 156.49
2023-12-31 $16k 109 142.64
2023-09-30 $12k 109 108.03
2023-06-30 $13k 109 115.48
2023-03-31 $12k 109 111.97
2022-12-31 $13k 109 117.49
2022-09-30 $9.0k 109 82.57
2022-06-30 $10k 109 91.74
2022-03-31 $21k 159 132.08
2021-12-31 $25k 159 157.23
2021-09-30 $21k 159 132.08
2021-06-30 $21k 159 132.08
2021-03-31 $18k 159 113.21
2020-12-31 $14k 159 88.05
2020-09-30 $10k 159 62.89
2017-12-31 $5.0k 29 172.41