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Simon Property shares owned by LPL Financial

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Simon Property

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All positions including Simon Property held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $59M 351k 169.02
2024-06-30 $52M 340k 151.80
2024-03-31 $58M 370k 156.49
2023-09-30 $39M 360k 108.03
2023-06-30 $36M 309k 115.48
2023-03-31 $35M 310k 111.97
2022-12-31 $34M 285k 117.48
2022-09-30 $25M 281k 89.75
2022-06-30 $26M 277k 94.92
2022-03-31 $30M 231k 131.56
2021-12-31 $34M 215k 159.77
2021-09-30 $26M 201k 129.97
2021-06-30 $24M 180k 130.48
2021-03-31 $18M 162k 113.77
2020-12-31 $13M 150k 85.28
2020-09-30 $6.5M 101k 64.68
2020-06-30 $3.2M 47k 68.37
2020-03-31 $1.3M 24k 54.85
2019-12-31 $2.7M 18k 148.94
2019-09-30 $2.3M 15k 155.67
2019-06-30 $2.3M 15k 159.77
2019-03-31 $2.3M 13k 182.18
2018-12-31 $1.9M 11k 167.95
2018-09-30 $1.9M 11k 176.76
2018-06-30 $1.8M 11k 170.24
2018-03-31 $1.7M 11k 154.34
2017-12-31 $1.6M 9.1k 171.74
2017-09-30 $1.3M 8.2k 161.00
2017-06-30 $1.1M 7.0k 161.74
2017-03-31 $1.4M 8.2k 173.99
2016-12-31 $1.6M 8.8k 182.37
2016-09-30 $2.9M 15k 199.26
2016-06-30 $3.8M 18k 217.49
2016-03-31 $6.0M 29k 207.05
2015-12-31 $3.5M 18k 196.14
2015-09-30 $1.8M 9.4k 191.24
2015-06-30 $946k 5.4k 175.38
2015-03-31 $1.5M 7.8k 198.02
2014-12-31 $1.6M 8.7k 182.09
2014-09-30 $1.2M 7.1k 164.86
2014-06-30 $1.6M 9.4k 166.31
2014-03-31 $1.3M 7.9k 164.01
2013-12-31 $581k 3.8k 152.17
2013-09-30 $574k 3.7k 154.38
2013-06-30 $657k 4.2k 157.82
2012-12-31 $662k 4.1k 159.83
2012-09-30 $840k 5.5k 151.86
2011-09-30 $433k 3.9k 109.93