Simon Property shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Simon Property
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All positions including Simon Property held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simon Property by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $237k | 1.1k | 223.63 |
| 2024-12-31 | $231k | 1.3k | 172.17 |
| 2024-09-30 | $206k | 1.2k | 169.07 |