Simon Property shares owned by Naviter Wealth
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Naviter Wealth
from 13F filings
Historical chart of Naviter Wealth investment in Simon Property
Tip: Access up to 7 years of quarterly data
All positions including Simon Property held by Naviter Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simon Property by Naviter Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 26k | 187.67 |
| 2025-06-30 | $4.0M | 25k | 160.76 |
| 2025-03-31 | $4.0M | 24k | 166.35 |
| 2024-12-31 | $4.0M | 23k | 172.21 |
| 2024-09-30 | $3.7M | 22k | 169.02 |
| 2024-06-30 | $3.6M | 24k | 151.80 |
| 2024-03-31 | $3.6M | 23k | 156.49 |
| 2023-12-31 | $3.6M | 25k | 142.64 |
| 2023-09-30 | $2.3M | 21k | 108.04 |
| 2023-06-30 | $2.2M | 19k | 115.48 |
| 2023-03-31 | $1.9M | 17k | 111.97 |
| 2022-12-31 | $1.3M | 10k | 125.45 |
| 2022-09-30 | $835k | 9.3k | 89.76 |
| 2022-06-30 | $622k | 6.5k | 94.98 |
| 2022-03-31 | $888k | 6.8k | 131.52 |
| 2021-12-31 | $1.1M | 6.6k | 159.76 |