Simon Property shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Simon Property
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Quarterly reported holdings in Simon Property by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 16k | 187.60 |
| 2025-06-30 | $5.0M | 31k | 160.76 |
| 2025-03-31 | $2.6M | 16k | 166.08 |
| 2024-12-31 | $3.3M | 19k | 172.21 |
| 2024-09-30 | $3.3M | 20k | 169.02 |
| 2024-06-30 | $3.0M | 20k | 151.80 |
| 2024-03-31 | $3.1M | 20k | 156.48 |
| 2023-12-31 | $2.8M | 20k | 142.64 |
| 2023-09-30 | $2.1M | 19k | 108.02 |
| 2023-06-30 | $2.4M | 21k | 115.48 |
| 2023-03-31 | $1.9M | 17k | 111.93 |
| 2022-12-31 | $2.0M | 17k | 117.35 |
More positions owned by Lodestone Wealth Management
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