Concurrent Investment Advisors »

Simon Property shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simon Property by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.8M 30k 156.49
2023-12-31 $4.3M 30k 142.64

More positions owned by Concurrent Investment Advisors

Alphabet Cap Stk Cl A Call Option (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)

View all positions for Concurrent Investment Advisors

Top funds holding Simon Property

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Geode Capital Management
Morgan Stanley
FMR
Legal & General Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
T. Rowe Price Associates
Nuveen Asset Management
Daiwa Securities Group
Northern Trust
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft

View all funds holding Simon Property