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Simon Property shares owned by Adviser Investments

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

Historical chart of Adviser Investments investment in Simon Property

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simon Property by Adviser Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 27k 187.67
2025-06-30 $9.9M 62k 160.76
2025-03-31 $11M 68k 166.08
2024-12-31 $6.8M 40k 172.21

More positions owned by Adviser Investments

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)

View all positions for Adviser Investments

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