Simon Property shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Simon Property
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Quarterly reported holdings in Simon Property by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $989k | 5.3k | 185.11 |
| 2025-09-30 | $891k | 4.8k | 187.67 |
| 2025-06-30 | $634k | 3.9k | 160.76 |
| 2025-03-31 | $644k | 3.9k | 166.08 |
| 2024-12-31 | $613k | 3.6k | 172.21 |
| 2024-09-30 | $563k | 3.3k | 169.02 |
| 2024-06-30 | $433k | 2.8k | 151.80 |
| 2024-03-31 | $367k | 2.3k | 156.49 |
| 2023-12-31 | $258k | 1.8k | 142.64 |