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Simon Property shares owned by Laurel Oak Wealth Management

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Laurel Oak Wealth Management from 13F filings

Historical chart of Laurel Oak Wealth Management investment in Simon Property

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All positions including Simon Property held by Laurel Oak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $231k 1.2k 186.53

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View all positions for Laurel Oak Wealth Management

Top funds holding Simon Property

Vanguard Group
BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Capital World Investors
Bank of America Corporation
Wellington Management Company
Cohen & Steers Capital Management
Morgan Stanley
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Legal & General Group

View all funds holding Simon Property