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Simon Property shares owned by Emergent Wealth Advisors

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

Historical chart of Emergent Wealth Advisors investment in Simon Property

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simon Property by Emergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 7.5k 187.67
2025-06-30 $1.1M 6.9k 163.43
2025-03-31 $1.1M 6.4k 166.09
2024-12-31 $876k 5.1k 172.20

More positions owned by Emergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Pfd And Incm Sec (PFF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Emergent Wealth Advisors

Top funds holding Simon Property

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Cohen & Steers Capital Management
Capital World Investors
Wellington Management Company
Jpmorgan Chase & Co
Northern Trust
Morgan Stanley
Dimensional Fund Advisors
Nuveen
Charles Schwab Investment Management
Legal & General Group
FMR

View all funds holding Simon Property