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Simon Property shares owned by Spartan Planning & Wealth Management

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Spartan Planning & Wealth Management from 13F filings

Historical chart of Spartan Planning & Wealth Management investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $60k 420 142.64
2023-09-30 $324 3 108.00
2022-12-31 $20k 171 117.48
2022-03-31 $10k 78 128.21

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View all positions for Spartan Planning & Wealth Management

Top funds holding Simon Property

Vanguard Group
Norges Bank Investment Management
Legal & General Group
Dimensional Fund Advisors
T. Rowe Price Associates
Jpmorgan Chase & Co
Daiwa Securities Group
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Deutsche Bank Aktiengesellschaft
Bank of New York Mellon
Smead Capital Management
Robeco Investment Management
Ing Clarion Real Estate Securities

View all funds holding Simon Property