Simon Property shares owned by Joel R Mogy Investment Counsel
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Joel R Mogy Investment Counsel
from 13F filings
Historical chart of Joel R Mogy Investment Counsel investment in Simon Property
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Quarterly reported holdings in Simon Property by Joel R Mogy Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $530k | 2.8k | 187.67 |
| 2025-06-30 | $454k | 2.8k | 160.76 |
| 2025-03-31 | $469k | 2.8k | 166.08 |
| 2024-12-31 | $487k | 2.8k | 172.21 |
| 2024-09-30 | $478k | 2.8k | 169.02 |
| 2024-06-30 | $429k | 2.8k | 151.80 |
| 2024-03-31 | $442k | 2.8k | 156.49 |
| 2023-12-31 | $403k | 2.8k | 142.64 |
| 2023-09-30 | $351k | 3.3k | 108.03 |
| 2023-06-30 | $375k | 3.3k | 115.48 |
| 2023-03-31 | $385k | 3.4k | 111.97 |
| 2022-12-31 | $451k | 3.8k | 117.48 |
| 2022-09-30 | $328k | 3.7k | 89.86 |
| 2022-06-30 | $346k | 3.7k | 94.79 |
| 2022-03-31 | $480k | 3.7k | 131.51 |
| 2021-12-31 | $583k | 3.7k | 159.73 |
| 2021-09-30 | $474k | 3.7k | 129.86 |
| 2021-06-30 | $476k | 3.7k | 130.41 |
| 2021-03-31 | $415k | 3.7k | 113.70 |
| 2020-12-31 | $311k | 3.7k | 85.21 |
| 2020-09-30 | $236k | 3.7k | 64.66 |
| 2020-06-30 | $298k | 4.4k | 68.33 |
| 2020-03-31 | $567k | 10k | 54.86 |
| 2019-12-31 | $1.6M | 11k | 148.96 |
| 2019-09-30 | $1.8M | 11k | 155.62 |
| 2019-06-30 | $1.9M | 12k | 159.79 |
| 2019-03-31 | $2.4M | 13k | 182.23 |
| 2018-12-31 | $2.2M | 13k | 167.96 |
| 2018-09-30 | $2.5M | 14k | 176.78 |
| 2018-06-30 | $2.5M | 15k | 170.17 |
| 2018-03-31 | $2.3M | 15k | 154.35 |
| 2017-12-31 | $3.1M | 18k | 171.75 |
| 2017-09-30 | $3.0M | 19k | 161.02 |
| 2017-06-30 | $3.0M | 19k | 161.77 |
| 2017-03-31 | $3.2M | 19k | 172.05 |
| 2016-12-31 | $3.6M | 20k | 177.67 |
| 2016-09-30 | $4.2M | 21k | 207.00 |
| 2016-06-30 | $4.6M | 21k | 216.88 |
| 2016-03-31 | $4.4M | 21k | 207.70 |
| 2015-12-31 | $4.2M | 2.1k | 1945.30 |
| 2015-09-30 | $4.0M | 22k | 183.74 |
| 2015-06-30 | $3.7M | 22k | 173.03 |
| 2015-03-31 | $4.7M | 24k | 195.65 |
| 2014-12-31 | $4.7M | 26k | 182.11 |
| 2014-09-30 | $4.2M | 26k | 164.43 |
| 2014-06-30 | $4.4M | 27k | 166.29 |
| 2014-03-31 | $4.4M | 27k | 163.98 |
| 2013-12-31 | $4.1M | 27k | 152.14 |
| 2013-09-30 | $4.0M | 27k | 148.22 |
| 2013-06-30 | $4.4M | 28k | 157.93 |
| 2013-03-31 | $4.4M | 28k | 158.58 |
| 2012-12-31 | $4.3M | 27k | 158.10 |
| 2012-09-30 | $4.2M | 28k | 151.82 |
| 2012-06-30 | $4.8M | 31k | 155.64 |
| 2012-03-31 | $4.6M | 31k | 145.69 |
| 2011-12-31 | $4.0M | 31k | 128.96 |
| 2011-03-31 | $3.5M | 32k | 107.15 |
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