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Simon Property shares owned by All Season Financial Advisors

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by All Season Financial Advisors from 13F filings

Historical chart of All Season Financial Advisors investment in Simon Property

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simon Property by All Season Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $424k 2.5k 168.99
2024-03-31 $288k 1.8k 156.46
2023-12-31 $257k 1.8k 142.67
2022-03-31 $364k 2.8k 131.46
2021-12-31 $702k 4.4k 159.69
2021-09-30 $657k 5.1k 129.97
2021-06-30 $580k 4.4k 130.57

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Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Acwi Etf (ACWI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Msci Usa Min Vol (USMV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for All Season Financial Advisors

Top funds holding Simon Property

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Dimensional Fund Advisors
Nuveen Asset Management
Jpmorgan Chase & Co
Northern Trust
Invesco
Charles Schwab Investment Management
T. Rowe Price Associates

View all funds holding Simon Property