Simon Property shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in Simon Property
Tip: Access up to 7 years of quarterly data
All positions including Simon Property held by Lake Street Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simon Property by Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.4M | 20k | 172.21 |
| 2024-09-30 | $1.2M | 6.9k | 169.01 |
| 2024-06-30 | $2.9M | 19k | 151.80 |
| 2023-12-31 | $2.8M | 20k | 142.64 |
| 2023-09-30 | $2.1M | 20k | 108.05 |
| 2023-06-30 | $2.3M | 20k | 115.48 |
| 2023-03-31 | $2.3M | 20k | 111.96 |
| 2022-12-31 | $2.3M | 20k | 117.47 |
| 2022-09-30 | $1.9M | 22k | 89.74 |
| 2022-06-30 | $1.9M | 20k | 94.91 |
| 2022-03-31 | $2.5M | 19k | 131.55 |
| 2021-12-31 | $3.0M | 19k | 159.76 |
| 2021-09-30 | $2.4M | 19k | 129.97 |
| 2021-06-30 | $282k | 2.1k | 134.03 |
| 2021-03-31 | $230k | 2.0k | 113.97 |
| 2018-06-30 | $256k | 1.5k | 169.87 |
| 2018-03-31 | $261k | 1.7k | 154.62 |
| 2017-12-31 | $291k | 1.7k | 171.68 |
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