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Simon Property shares owned by Bullock Wealth Management Group

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Bullock Wealth Management Group from 13F filings

Historical chart of Bullock Wealth Management Group investment in Simon Property

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All positions including Simon Property held by Bullock Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $223k 1.2k 188.13
2025-12-31 $218k 1.2k 185.15

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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
FMR
Morgan Stanley
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Simon Property