Simon Property shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Simon Property
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Quarterly reported holdings in Simon Property by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.0M | 7.3k | 140.19 |
| 2023-09-30 | $737k | 7.0k | 104.98 |
| 2023-06-30 | $566k | 4.8k | 118.22 |
| 2023-03-31 | $607k | 5.7k | 106.46 |
| 2022-12-31 | $666k | 5.3k | 126.33 |
| 2022-09-30 | $474k | 5.0k | 94.86 |
| 2022-06-30 | $475k | 4.9k | 97.86 |
| 2022-03-31 | $598k | 4.6k | 131.28 |
| 2021-12-31 | $1.5M | 10k | 147.01 |
| 2021-09-30 | $1.6M | 9.8k | 167.41 |
More positions owned by Castle Rock Wealth Management
View all positions for Castle Rock Wealth Management