Simon Property shares owned by Carret Asset Management
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Carret Asset Management
from 13F filings
Historical chart of Carret Asset Management investment in Simon Property
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Quarterly reported holdings in Simon Property by Carret Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 13k | 169.02 |
| 2024-06-30 | $2.0M | 13k | 151.80 |
| 2024-03-31 | $2.0M | 13k | 156.49 |
| 2023-12-31 | $1.8M | 13k | 142.64 |
| 2023-09-30 | $1.4M | 13k | 108.03 |
| 2023-06-30 | $1.5M | 13k | 115.48 |
| 2023-03-31 | $1.6M | 14k | 112.00 |
| 2022-12-31 | $1.9M | 16k | 117.49 |
| 2022-09-30 | $1.4M | 16k | 89.73 |
| 2022-06-30 | $1.5M | 16k | 94.95 |
| 2022-03-31 | $1.4M | 11k | 131.56 |
| 2021-12-31 | $1.5M | 9.7k | 159.77 |
| 2021-09-30 | $1.3M | 9.7k | 129.99 |
| 2021-06-30 | $350k | 2.7k | 130.60 |