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Simon Property shares owned by Independent Wealth Network

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

Historical chart of Independent Wealth Network investment in Simon Property

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

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Quarterly reported holdings in Simon Property by Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 962 223.75

More positions owned by Independent Wealth Network

Caterpillar (CAT)
Spdr Series Trust St Str P500etf (SPYM)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Series Trust ST STR P500GRW (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Collaborative Investmnt Ser Rare Dy Fixe Etf (RDFI)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str P500val (SPYV)
Ishares Silver Tr Ishares (SLV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
First Tr Exchange-traded SHS (QTEC)

View all positions for Independent Wealth Network

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
FMR
Morgan Stanley
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Simon Property