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Simon Property shares owned by Carolinas Wealth Consulting

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Carolinas Wealth Consulting from 13F filings

Historical chart of Carolinas Wealth Consulting investment in Simon Property

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All positions including Simon Property held by Carolinas Wealth Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Carolinas Wealth Consulting

Quarter filed Position value Share count Share price at filing
2025-03-31 $101k 607 166.12
2024-12-31 $103k 601 172.03
2024-09-30 $108k 636 168.96
2024-06-30 $118k 779 151.68
2024-03-31 $123k 775 158.44
2023-12-31 $135k 949 142.64
2023-09-30 $104k 949 109.89
2023-06-30 $56k 487 115.59
2023-03-31 $59k 526 111.90
2022-12-31 $61k 523 117.45
2022-09-30 $47k 522 90.04
2022-06-30 $47k 491 95.72
2022-03-31 $45k 339 132.74
2021-12-31 $57k 360 158.33
2021-09-30 $43k 333 129.13
2021-06-30 $43k 329 130.70
2021-03-31 $37k 327 113.15
2020-12-31 $15k 177 84.75
2020-09-30 $15k 231 64.94
2020-06-30 $13k 186 69.89

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