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Simon Property shares owned by Brandywine Oak Private Wealth

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Brandywine Oak Private Wealth from 13F filings

Historical chart of Brandywine Oak Private Wealth investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Brandywine Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Brandywine Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $224k 1.0k 223.65
2019-12-31 $252k 1.7k 148.41
2019-09-30 $441k 2.8k 155.45
2019-06-30 $428k 2.7k 159.58
2019-03-31 $503k 2.8k 182.18
2018-12-31 $438k 2.6k 169.11

More positions owned by Brandywine Oak Private Wealth

Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust St Str P500val (SPYV)
Apple (AAPL)
Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust ST STR SP600SM C (SLYV)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Global Reit Etf (REET)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Brandywine Oak Private Wealth

Top funds holding Simon Property

BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Wellington Management Company
Capital World Investors
Bank of America Corporation
Cohen & Steers Capital Management
Morgan Stanley
FMR
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Legal & General Group

View all funds holding Simon Property