Ibex Wealth Advisors »

Simon Property shares owned by Ibex Wealth Advisors

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

Historical chart of Ibex Wealth Advisors investment in Simon Property

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simon Property by Ibex Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.2M 28k 223.65
2024-12-31 $404k 2.3k 172.21
2023-03-31 $1.3M 11k 111.98
2021-12-31 $2.6M 16k 159.76
2021-09-30 $2.0M 15k 129.97
2021-06-30 $1.7M 13k 130.47
2021-03-31 $1.5M 13k 113.75
2016-09-30 $901k 4.4k 207.08