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Simon Property shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Simon Property

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simon Property by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $425k 2.9k 148.03

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Microsoft Corporation (MSFT)

View all positions for Diversify Wealth Management

Top funds holding Simon Property

Vanguard Group
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Geode Capital Management
Bank of America Corporation
Morgan Stanley
FMR
Legal & General Group
Dimensional Fund Advisors
Nuveen Asset Management
Jpmorgan Chase & Co
Northern Trust
T. Rowe Price Associates
Charles Schwab Investment Management

View all funds holding Simon Property