LVW Advisors »

Simon Property shares owned by LVW Advisors

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

Historical chart of LVW Advisors investment in Simon Property

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simon Property by LVW Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.5M 7.7k 200.76

More positions owned by LVW Advisors

Spdr Series Trust St Str P500etf (SPYM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Capital Group International SHS (CGIE)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Microsoft Corporation (MSFT)
Ab Active Etfs Tax Aw Inter Etf (TAFM)

View all positions for LVW Advisors

Top funds holding Simon Property

BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Wellington Management Company
Bank of America Corporation
Cohen & Steers Capital Management
FMR
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company
Norges Bank Investment Management
Jpmorgan Chase & Co

View all funds holding Simon Property