Simon Property shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare Wealth Management investment in Simon Property
Tip: Access up to 7 years of quarterly data
All positions including Simon Property held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simon Property by AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $161k | 1.0k | 160.76 |
| 2025-03-31 | $166k | 1.0k | 166.08 |
| 2024-12-31 | $172k | 1.0k | 172.21 |
| 2024-09-30 | $169k | 1.0k | 169.02 |
| 2024-06-30 | $152k | 1.0k | 151.80 |
| 2024-03-31 | $157k | 1.0k | 156.49 |
| 2023-12-31 | $143k | 1.0k | 142.64 |
| 2023-09-30 | $108k | 1.0k | 108.03 |
| 2023-06-30 | $104k | 1.0k | 103.51 |
| 2023-03-31 | $112k | 1.0k | 111.97 |
| 2022-12-31 | $118k | 1.0k | 117.48 |
| 2022-09-30 | $117k | 1.3k | 89.93 |
| 2022-06-30 | $337k | 3.6k | 94.90 |
| 2022-03-31 | $447k | 3.4k | 131.43 |
| 2021-12-31 | $531k | 3.3k | 159.70 |
| 2021-09-30 | $445k | 3.4k | 129.93 |
| 2021-06-30 | $522k | 4.0k | 130.50 |
| 2021-03-31 | $464k | 4.1k | 113.87 |
| 2020-12-31 | $348k | 4.1k | 85.40 |
| 2020-09-30 | $500k | 7.7k | 64.72 |
| 2020-06-30 | $487k | 7.1k | 68.35 |
| 2020-03-31 | $198k | 3.6k | 54.77 |
| 2019-12-31 | $648k | 4.4k | 148.97 |
| 2019-09-30 | $304k | 2.0k | 155.90 |
| 2019-06-30 | $64k | 400 | 160.00 |
| 2019-03-31 | $73k | 400 | 182.50 |
| 2018-12-31 | $34k | 200 | 170.00 |
| 2018-09-30 | $35k | 200 | 175.00 |
| 2018-06-30 | $34k | 200 | 170.00 |
More positions owned by AllSquare Wealth Management
View all positions for AllSquare Wealth Management