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Simon Property shares owned by Baker Avenue Asset Management

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Baker Avenue Asset Management from 13F filings

Historical chart of Baker Avenue Asset Management investment in Simon Property

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All positions including Simon Property held by Baker Avenue Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $236k 1.4k 169.02
2023-09-30 $36k 335 108.03
2023-06-30 $41k 352 115.55
2023-03-31 $94k 840 112.00
2022-12-31 $579k 4.9k 117.48

More positions owned by Baker Avenue Asset Management

Simpson Manufacturing (SSD)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core S&p500 Etf (IVV)
Electronic Arts (EA)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Baker Avenue Asset Management

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