Simon Property shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Simon Property
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Quarterly reported holdings in Simon Property by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $537k | 2.9k | 188.17 |
| 2025-06-30 | $418k | 2.6k | 161.06 |
| 2025-03-31 | $325k | 2.0k | 166.00 |
| 2024-12-31 | $349k | 2.0k | 172.22 |
| 2024-09-30 | $325k | 1.9k | 169.02 |
| 2024-06-30 | $289k | 1.9k | 153.47 |
| 2024-03-31 | $272k | 1.9k | 142.66 |
| 2023-12-31 | $272k | 1.9k | 142.66 |
| 2023-09-30 | $876k | 8.1k | 108.03 |
| 2023-06-30 | $1.1M | 9.3k | 115.48 |
| 2023-03-31 | $635k | 5.7k | 111.97 |
| 2022-12-31 | $633k | 5.4k | 117.48 |
| 2022-09-30 | $38k | 380 | 100.00 |
| 2022-06-30 | $44k | 464 | 93.92 |
| 2022-03-31 | $37k | 272 | 134.92 |
| 2021-12-31 | $29k | 191 | 153.85 |
More positions owned by EverSource Wealth Advisors
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