Simon Property shares owned by Affinity Wealth Management
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Affinity Wealth Management
from 13F filings
Historical chart of Affinity Wealth Management investment in Simon Property
Tip: Access up to 7 years of quarterly data
All positions including Simon Property held by Affinity Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simon Property by Affinity Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $445k | 2.4k | 187.67 |
| 2025-06-30 | $377k | 2.3k | 160.76 |
| 2025-03-31 | $385k | 2.3k | 166.08 |
| 2024-12-31 | $389k | 2.3k | 172.21 |
| 2024-09-30 | $382k | 2.3k | 169.02 |
| 2024-06-30 | $330k | 2.2k | 151.80 |
| 2024-03-31 | $340k | 2.2k | 156.49 |
| 2023-12-31 | $310k | 2.2k | 142.64 |
| 2023-09-30 | $235k | 2.2k | 108.03 |
| 2023-06-30 | $248k | 2.1k | 115.48 |
| 2023-03-31 | $222k | 2.0k | 111.97 |
| 2022-12-31 | $217k | 1.8k | 117.48 |
| 2022-03-31 | $227k | 1.8k | 128.83 |
| 2021-12-31 | $309k | 2.0k | 151.62 |
| 2021-09-30 | $272k | 2.1k | 132.62 |
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