Simon Property shares owned by Legacy Wealth Asset Management
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Legacy Wealth Asset Management
from 13F filings
Historical chart of Legacy Wealth Asset Management investment in Simon Property
Tip: Access up to 7 years of quarterly data
All positions including Simon Property held by Legacy Wealth Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simon Property by Legacy Wealth Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 8.3k | 187.67 |
| 2025-06-30 | $2.2M | 14k | 160.76 |
| 2025-03-31 | $2.3M | 14k | 166.08 |
| 2024-12-31 | $2.4M | 14k | 172.21 |
| 2024-06-30 | $2.1M | 14k | 151.80 |
| 2024-03-31 | $1.9M | 12k | 156.49 |
| 2023-12-31 | $1.7M | 12k | 142.64 |
| 2023-09-30 | $1.3M | 12k | 108.03 |
| 2023-06-30 | $1.4M | 12k | 115.48 |
| 2023-03-31 | $1.3M | 12k | 111.97 |
| 2022-12-31 | $1.4M | 12k | 117.48 |
| 2022-09-30 | $1.1M | 12k | 89.73 |
| 2022-06-30 | $970k | 10k | 94.93 |
| 2022-03-31 | $1.3M | 10k | 131.53 |
| 2021-12-31 | $1.6M | 10k | 159.77 |
| 2021-09-30 | $1.3M | 9.9k | 129.96 |
| 2021-06-30 | $1.4M | 11k | 130.52 |
| 2021-03-31 | $1.2M | 11k | 113.76 |
| 2020-12-31 | $933k | 11k | 85.24 |
More positions owned by Legacy Wealth Asset Management
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