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Simon Property shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment Advisors investment in Simon Property

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simon Property by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 20k 187.67
2025-06-30 $3.2M 20k 160.76
2025-03-31 $3.0M 18k 166.08
2024-12-31 $5.4M 32k 172.21
2024-09-30 $5.3M 32k 169.02

More positions owned by Foundations Investment Advisors

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Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr S&p 100 Etf (OEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Two Rds Shared Tr Anfield Us Equ (AESR)

View all positions for Foundations Investment 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