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Simon Property shares owned by Breakwater Investment Management

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

Historical chart of Breakwater Investment Management investment in Simon Property

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

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Quarterly reported holdings in Simon Property by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $555 3 185.33
2025-09-30 $564 3 188.00

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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust State Street Spd (SPTM)
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Breakwater Investment Management

Top funds holding Simon Property

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Wellington Management Company
Jpmorgan Chase & Co
Cohen & Steers Capital Management
Norges Bank Investment Management
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Legal & General Group
Nuveen
Invesco

View all funds holding Simon Property