Simon Property shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Simon Property
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Quarterly reported holdings in Simon Property by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 72k | 187.67 |
| 2025-06-30 | $12M | 73k | 160.78 |
| 2025-03-31 | $13M | 76k | 166.08 |
| 2024-12-31 | $12M | 70k | 172.21 |
| 2024-09-30 | $11M | 67k | 169.02 |
| 2024-06-30 | $10M | 69k | 151.80 |
| 2024-03-31 | $11M | 72k | 156.49 |
| 2023-12-31 | $9.5M | 66k | 142.64 |
| 2023-09-30 | $7.1M | 66k | 108.03 |
| 2023-06-30 | $7.6M | 66k | 115.48 |
| 2023-03-31 | $7.1M | 63k | 111.97 |
| 2022-12-31 | $7.4k | 63k | 0.12 |
| 2022-09-30 | $6.8M | 75k | 89.75 |
| 2022-06-30 | $6.7M | 71k | 94.92 |
| 2022-03-31 | $11M | 81k | 131.56 |
| 2021-12-31 | $11M | 71k | 159.77 |
| 2021-09-30 | $8.0M | 62k | 129.97 |
| 2021-06-30 | $6.0M | 46k | 130.47 |
| 2021-03-31 | $4.3M | 38k | 113.76 |
| 2020-12-31 | $2.6M | 31k | 85.28 |
| 2020-09-30 | $1.6M | 25k | 64.70 |
| 2020-06-30 | $425k | 6.2k | 68.37 |
| 2019-03-31 | $204k | 1.1k | 182.14 |
| 2016-12-31 | $28k | 149 | 184.53 |
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