Simon Property shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Simon Property
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Quarterly reported holdings in Simon Property by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $57k | 345 | 166.08 |
| 2024-12-31 | $59k | 345 | 172.21 |
| 2024-09-30 | $58k | 345 | 169.02 |
| 2024-06-30 | $52k | 345 | 151.80 |
| 2024-03-31 | $54k | 345 | 156.49 |
| 2023-12-31 | $49k | 345 | 142.64 |
| 2023-09-30 | $37k | 345 | 108.03 |
| 2023-06-30 | $40k | 345 | 115.48 |
| 2023-03-31 | $39k | 345 | 111.97 |
| 2022-12-31 | $41k | 345 | 117.48 |