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Simon Property shares owned by Facet Wealth

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

Historical chart of Facet Wealth investment in Simon Property

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

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Quarterly reported holdings in Simon Property by Facet Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $307k 1.4k 223.65

More positions owned by Facet Wealth

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Facet Wealth

Top funds holding Simon Property

BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Wellington Management Company
Capital World Investors
Bank of America Corporation
Cohen & Steers Capital Management
FMR
Morgan Stanley
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Simon Property