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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
2025-06-30 $336k 2.1k 160.76
2025-03-31 $334k 2.0k 166.08
2024-12-31 $344k 2.0k 172.21
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

More positions owned by Atlas Private Wealth Advisors

Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Portfolio S&p600 (SPSM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Index Shs Fds Msci Acwi Exus (CWI)

View all positions for Atlas Private Wealth Advisors

Top funds holding Simon Property

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Cohen & Steers Capital Management
Capital World Investors
Wellington Management Company
Jpmorgan Chase & Co
Northern Trust
Dimensional Fund Advisors
Nuveen
Charles Schwab Investment Management
Legal & General Group
FMR
Invesco

View all funds holding Simon Property