Simon Property shares owned by Alta Wealth Advisors
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Alta Wealth Advisors
from 13F filings
Historical chart of Alta Wealth Advisors investment in Simon Property
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Quarterly reported holdings in Simon Property by Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $274k | 1.5k | 187.67 |
| 2025-06-30 | $235k | 1.5k | 160.76 |
| 2025-03-31 | $687k | 4.1k | 166.08 |
| 2024-12-31 | $740k | 4.3k | 172.21 |
| 2024-09-30 | $728k | 4.3k | 169.02 |
| 2024-06-30 | $623k | 4.1k | 151.80 |
| 2024-03-31 | $646k | 4.1k | 156.49 |
| 2023-12-31 | $604k | 4.2k | 142.64 |
| 2023-09-30 | $457k | 4.2k | 108.03 |
| 2023-06-30 | $575k | 5.0k | 115.48 |
| 2023-03-31 | $521k | 4.7k | 111.97 |
| 2022-12-31 | $550k | 4.7k | 117.48 |
| 2022-09-30 | $422k | 4.7k | 89.65 |
| 2022-06-30 | $380k | 4.0k | 93.87 |
| 2022-03-31 | $657k | 5.0k | 131.64 |
| 2021-12-31 | $492k | 3.1k | 159.79 |
| 2021-09-30 | $351k | 2.7k | 129.81 |
| 2021-06-30 | $320k | 2.5k | 130.40 |