Simon Property shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Simon Property
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Quarterly reported holdings in Simon Property by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $6.1M | 56k | 108.03 |
| 2023-06-30 | $6.9M | 60k | 115.48 |
| 2023-03-31 | $6.9M | 61k | 111.97 |
| 2022-12-31 | $7.1M | 61k | 117.48 |
| 2022-09-30 | $5.4M | 61k | 89.76 |
| 2022-06-30 | $5.5M | 58k | 94.93 |
| 2022-03-31 | $6.3M | 48k | 131.56 |
| 2021-12-31 | $8.0M | 50k | 159.76 |
| 2021-09-30 | $6.8M | 52k | 129.97 |
| 2021-06-30 | $7.0M | 54k | 130.48 |
| 2021-03-31 | $6.8M | 59k | 113.77 |
| 2020-12-31 | $5.6M | 66k | 85.29 |
| 2020-09-30 | $4.8M | 74k | 64.68 |
| 2020-06-30 | $5.0M | 74k | 68.38 |
| 2020-03-31 | $2.8M | 51k | 54.86 |
| 2019-12-31 | $6.6M | 50k | 133.15 |
| 2019-09-30 | $6.9M | 45k | 153.60 |
| 2019-06-30 | $6.3M | 41k | 153.52 |
| 2019-03-31 | $7.5M | 41k | 182.20 |
| 2018-12-31 | $7.5M | 40k | 185.29 |
| 2018-09-30 | $8.4M | 45k | 187.27 |
| 2018-06-30 | $7.2M | 42k | 170.18 |
| 2018-03-31 | $6.2M | 41k | 154.34 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors