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Simon Property shares owned by 4wealth Advisors

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors investment in Simon Property

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All positions including Simon Property held by 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $373k 2.0k 187.64
2025-06-30 $297k 1.8k 160.77
2025-03-31 $310k 1.9k 166.11

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View all positions for 4wealth Advisors

Top funds holding Simon Property

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Cohen & Steers Capital Management
Capital World Investors
Wellington Management Company
Jpmorgan Chase & Co
Northern Trust
Morgan Stanley
Dimensional Fund Advisors
Nuveen
Charles Schwab Investment Management
Legal & General Group
FMR

View all funds holding Simon Property