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Simon Property shares owned by Clientfirst Wealth Management

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

Historical chart of Clientfirst Wealth Management investment in Simon Property

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simon Property by Clientfirst Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $299k 1.6k 187.67
2025-06-30 $256k 1.6k 160.76
2025-03-31 $265k 1.6k 166.08
2024-12-31 $274k 1.6k 172.21
2022-03-31 $209k 1.6k 131.20
2021-12-31 $209k 1.6k 131.20

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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Clientfirst Wealth Management

Top funds holding Simon Property

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Cohen & Steers Capital Management
Capital World Investors
Wellington Management Company
Jpmorgan Chase & Co
Northern Trust
Morgan Stanley
Dimensional Fund Advisors
Nuveen
Charles Schwab Investment Management
Legal & General Group
FMR

View all funds holding Simon Property