Atlas Private Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simon Property by Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
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 Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfli High Yld (SPHY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Invesco Exchange Traded Fd T Divid Achievev (PFM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Global X Fds Nasdaq 100 Cover (QYLD)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)
Spdr Ser Tr Ice Pfd Sec Etf (PSK)

View all positions for Atlas Private Wealth Advisors

Top funds holding Simon Property

Vanguard Group
Norges Bank Investment Management
Daiwa Securities Group
Legal & General Group
Dimensional Fund Advisors
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Deutsche Bank Aktiengesellschaft
Bank of New York Mellon
Smead Capital Management
Robeco Investment Management
Ing Clarion Real Estate Securities

View all funds holding Simon Property