Simon Property shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Simon Property
Tip: Access up to 7 years of quarterly data
All positions including Simon Property held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Simon Property by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $527k | 2.8k | 187.65 |
| 2025-03-31 | $388k | 2.3k | 166.06 |
| 2024-12-31 | $436k | 2.5k | 172.19 |
| 2024-09-30 | $420k | 2.5k | 169.00 |
| 2024-06-30 | $374k | 2.5k | 151.78 |
| 2024-03-31 | $369k | 2.4k | 156.47 |
| 2023-12-31 | $326k | 2.3k | 142.62 |
| 2023-09-30 | $240k | 2.2k | 108.01 |
| 2023-06-30 | $214k | 1.9k | 115.46 |
| 2022-12-31 | $221k | 1.9k | 117.50 |
| 2019-03-31 | $38k | 206 | 184.47 |
| 2018-12-31 | $29k | 175 | 165.71 |
| 2018-09-30 | $35k | 203 | 172.41 |
| 2018-06-30 | $40k | 231 | 173.16 |
| 2018-03-31 | $31k | 203 | 152.71 |
| 2017-12-31 | $32k | 189 | 169.31 |