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Simon Property shares owned by Marshall Financial Group

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

Historical chart of Marshall Financial Group investment in Simon Property

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simon Property by Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 5.7k 185.12
2025-09-30 $1.1M 5.8k 187.67
2025-06-30 $906k 5.5k 165.05

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View all positions for Marshall Financial Group

Top funds holding Simon Property

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Wellington Management Company
Jpmorgan Chase & Co
Cohen & Steers Capital Management
Norges Bank Investment Management
Northern Trust
Dimensional Fund Advisors
Nuveen
Charles Schwab Investment Management
Legal & General Group
Invesco

View all funds holding Simon Property