Simon Property shares owned by Market Street Wealth Management Advisors
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Market Street Wealth Management Advisors
from 13F filings
Historical chart of Market Street Wealth Management Advisors investment in Simon Property
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Quarterly reported holdings in Simon Property by Market Street Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $541k | 2.9k | 185.13 |
| 2025-09-30 | $547k | 2.9k | 187.70 |
| 2025-06-30 | $475k | 3.0k | 160.75 |
| 2025-03-31 | $487k | 2.9k | 166.07 |
| 2024-12-31 | $504k | 2.9k | 172.22 |
| 2024-09-30 | $481k | 2.8k | 169.04 |
| 2024-06-30 | $431k | 2.8k | 151.78 |
| 2024-03-31 | $444k | 2.8k | 156.49 |
| 2023-12-31 | $403k | 2.8k | 142.64 |
| 2023-09-30 | $308k | 2.9k | 108.03 |
| 2023-06-30 | $326k | 2.8k | 115.48 |
| 2023-03-31 | $319k | 2.8k | 111.97 |
| 2022-12-31 | $332k | 2.8k | 117.48 |
| 2022-09-30 | $253k | 2.8k | 89.62 |
| 2022-06-30 | $268k | 2.8k | 94.93 |
| 2022-03-31 | $371k | 2.8k | 131.42 |
| 2021-12-31 | $451k | 2.8k | 159.76 |
| 2021-09-30 | $342k | 2.6k | 130.04 |
| 2021-06-30 | $343k | 2.6k | 130.42 |
| 2021-03-31 | $299k | 2.6k | 113.69 |
| 2020-12-31 | $224k | 2.6k | 85.17 |
| 2020-09-30 | $205k | 3.2k | 64.81 |
| 2020-06-30 | $216k | 3.2k | 68.29 |
More positions owned by Market Street Wealth Management Advisors
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