Simon Property shares owned by Kozak & Associates
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Simon Property
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All positions including Simon Property held by Kozak & Associates consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simon Property by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $57k | 317 | 181.22 |
| 2025-06-30 | $51k | 314 | 162.82 |
| 2025-03-31 | $46k | 310 | 149.73 |
| 2024-12-31 | $54k | 306 | 175.97 |
| 2024-09-30 | $53k | 302 | 175.09 |
| 2024-06-30 | $44k | 298 | 148.49 |
| 2024-03-31 | $44k | 295 | 148.43 |
| 2023-12-31 | $39k | 266 | 145.59 |
| 2023-09-30 | $27k | 263 | 104.27 |
| 2023-06-30 | $30k | 258 | 117.07 |
| 2023-03-31 | $28k | 250 | 112.00 |
| 2022-12-31 | $42k | 358 | 117.32 |
| 2022-09-30 | $34k | 358 | 94.97 |
| 2022-06-30 | $100k | 1.0k | 95.33 |
| 2022-03-31 | $135k | 1.0k | 133.00 |
| 2021-12-31 | $135k | 1.0k | 133.00 |
| 2021-09-30 | $169k | 1.0k | 166.67 |