Simon Property shares owned by Morningstar Investment Management
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Morningstar Investment Management
from 13F filings
Historical chart of Morningstar Investment Management investment in Simon Property
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Quarterly reported holdings in Simon Property by Morningstar Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $287k | 1.5k | 187.46 |
| 2025-06-30 | $872k | 5.4k | 160.83 |
| 2024-12-31 | $882k | 5.1k | 172.16 |
| 2024-09-30 | $916k | 5.3k | 171.70 |
| 2024-06-30 | $386k | 2.5k | 151.91 |
| 2024-03-31 | $525k | 3.4k | 156.58 |
| 2023-09-30 | $456k | 4.2k | 108.06 |
| 2023-06-30 | $473k | 4.1k | 115.39 |
| 2023-03-31 | $329k | 2.9k | 111.83 |
| 2022-12-31 | $313k | 2.7k | 117.36 |
More positions owned by Morningstar Investment Management
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