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Simon Property shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in Simon Property

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simon Property by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.6k 16 223.63
2025-12-31 $12k 66 185.11
2023-09-30 $216 2 108.00
2022-03-31 $5.0k 36 138.89

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View all positions for GoalVest Advisory

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
Morgan Stanley
FMR
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Legal & General Group

View all funds holding Simon Property