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Simon Property shares owned by Burney Co/

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Burney Co/ from 13F filings

Historical chart of Burney Co/ investment in Simon Property

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All positions including Simon Property held by Burney Co/ consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Burney Co/

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 36k 187.67
2025-06-30 $4.1M 26k 160.76
2025-03-31 $374k 2.3k 166.08
2024-12-31 $388k 2.3k 172.21
2024-09-30 $267k 1.6k 169.02
2024-06-30 $255k 1.7k 151.80
2024-03-31 $211k 1.3k 156.49