Simon Property shares owned by Asset Planning
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Asset Planning
from 13F filings
Historical chart of Asset Planning investment in Simon Property
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All positions including Simon Property held by Asset Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simon Property by Asset Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $476k | 2.5k | 187.67 |
| 2025-06-30 | $408k | 2.5k | 160.76 |
| 2025-03-31 | $421k | 2.5k | 166.08 |
| 2024-12-31 | $437k | 2.5k | 172.21 |