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Simon Property shares owned by Breakwater Capital Group

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Breakwater Capital Group from 13F filings

Historical chart of Breakwater Capital Group investment in Simon Property

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All positions including Simon Property held by Breakwater Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $242k 1.4k 169.02
2024-06-30 $209k 1.4k 151.80
2024-03-31 $215k 1.4k 156.49

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Apple (AAPL)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard World Mega Cap Val Etf (MGV)
Microsoft Corporation (MSFT)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Msci Intl Qualty (IQLT)
Blackrock Etf Trust Ii Flexible Income (BINC)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Breakwater Capital Group

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