Simon Property shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Simon Property
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Quarterly reported holdings in Simon Property by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $419k | 3.9k | 108.03 |
| 2023-06-30 | $1.6M | 14k | 115.48 |
| 2023-03-31 | $1.6M | 14k | 111.97 |
| 2022-06-30 | $2.5M | 26k | 94.90 |
| 2021-12-31 | $2.3M | 15k | 159.79 |
| 2021-09-30 | $1.7M | 13k | 130.01 |
| 2021-06-30 | $1.0M | 7.7k | 130.43 |
| 2021-03-31 | $698k | 6.1k | 113.72 |
| 2020-12-31 | $422k | 4.9k | 85.27 |
| 2020-09-30 | $255k | 3.9k | 64.62 |
| 2020-06-30 | $232k | 3.4k | 68.38 |
| 2019-03-31 | $51k | 279 | 182.80 |
| 2018-06-30 | $47k | 279 | 168.46 |
| 2017-12-31 | $48k | 279 | 172.04 |