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Simon Property shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in Simon Property

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

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Quarterly reported holdings in Simon Property by MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $788k 5.2k 151.80
2024-03-31 $1.1M 7.2k 156.49
2023-12-31 $1.5M 10k 142.64
2023-09-30 $1.1M 10k 108.03
2023-06-30 $1.2M 10k 115.48
2023-03-31 $1.1M 10k 111.97
2022-12-31 $1.2M 10k 117.52
2022-09-30 $897k 10k 89.72
2022-03-31 $295k 2.2k 131.70