Simon Property shares owned by Lantern Wealth Advisors
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Lantern Wealth Advisors
from 13F filings
Historical chart of Lantern Wealth Advisors investment in Simon Property
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Quarterly reported holdings in Simon Property by Lantern Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $521k | 2.8k | 187.67 |
| 2025-06-30 | $446k | 2.8k | 160.76 |
| 2024-12-31 | $478k | 2.8k | 172.21 |
| 2024-09-30 | $469k | 2.8k | 169.02 |
| 2024-06-30 | $436k | 2.9k | 151.80 |
| 2024-03-31 | $536k | 3.4k | 156.49 |
| 2023-12-31 | $487k | 3.4k | 142.64 |