Simon Property shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Simon Property
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Quarterly reported holdings in Simon Property by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $119k | 632 | 187.67 |
| 2025-06-30 | $102k | 632 | 160.76 |
| 2025-03-31 | $105k | 632 | 166.08 |
| 2024-12-31 | $109k | 632 | 172.21 |
| 2024-09-30 | $107k | 632 | 169.02 |
| 2024-06-30 | $96k | 634 | 151.80 |
| 2024-03-31 | $99k | 632 | 156.49 |
| 2023-12-31 | $90k | 632 | 142.64 |
| 2023-09-30 | $84k | 775 | 108.02 |
| 2023-06-30 | $92k | 796 | 115.47 |
| 2023-03-31 | $86k | 772 | 111.96 |
| 2022-12-31 | $95k | 807 | 117.47 |
| 2022-06-30 | $77k | 807 | 95.42 |
| 2022-03-31 | $103k | 783 | 131.55 |
| 2021-12-31 | $125k | 783 | 159.64 |
| 2021-09-30 | $44k | 337 | 130.56 |
| 2021-06-30 | $102k | 783 | 130.27 |
| 2021-03-31 | $89k | 783 | 113.67 |
| 2020-12-31 | $90k | 1.1k | 85.63 |