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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

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All positions including Simon Property held by Lake Street Advisors Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
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