Simon Property shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Simon Property
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All positions including Simon Property held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simon Property by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 20k | 187.67 |
| 2025-06-30 | $5.1M | 32k | 160.76 |
| 2025-03-31 | $4.9M | 30k | 167.04 |
| 2024-12-31 | $4.8M | 28k | 171.02 |