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Simon Property shares owned by Badgley Phelps Wealth Managers

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Badgley Phelps Wealth Managers from 13F filings

Historical chart of Badgley Phelps Wealth Managers investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2025-03-31 $263k 1.6k 166.08
2024-12-31 $331k 1.9k 172.21
2024-09-30 $242k 1.4k 169.02

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View all positions for Badgley Phelps Wealth Managers

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