Simon Property shares owned by Legacy Advisors
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in Simon Property
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Quarterly reported holdings in Simon Property by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $255k | 1.5k | 169.02 |
| 2024-06-30 | $213k | 1.4k | 151.80 |
| 2024-03-31 | $207k | 1.3k | 158.40 |
| 2019-06-30 | $32k | 200 | 160.00 |
| 2019-03-31 | $36k | 200 | 180.00 |
| 2018-09-30 | $35k | 200 | 175.00 |
| 2018-03-31 | $7.0k | 43 | 162.79 |