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Simon Property shares owned by Atlas Private Wealth Advisors

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Atlas Private Wealth Advisors from 13F filings

Historical chart of Atlas Private Wealth Advisors investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Atlas Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $338k 2.0k 169.02
2024-06-30 $304k 2.0k 151.80
2023-12-31 $285k 2.0k 142.64
2023-09-30 $216k 2.0k 108.03

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Spdr Ser Tr Portfolio S&p400 (SPMD)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
First Tr Nas100 Eq Weighted SHS (QQEW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Ice Pfd Sec Etf (PSK)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T Large Cap Value (PWV)

View all positions for Atlas Private Wealth 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