Simon Property shares owned by Copia Wealth Management
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Copia Wealth Management
from 13F filings
Historical chart of Copia Wealth Management investment in Simon Property
Tip: Access up to 7 years of quarterly data
All positions including Simon Property held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simon Property by Copia Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $938 | 5 | 187.60 |
| 2025-06-30 | $804 | 5 | 160.80 |
| 2025-03-31 | $830 | 5 | 166.00 |
| 2024-12-31 | $861 | 5 | 172.20 |