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Simon Property shares owned by New England Capital Financial Advisors

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by New England Capital Financial Advisors from 13F filings

Historical chart of New England Capital Financial Advisors investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by New England Capital Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by New England Capital Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $31k 200 156.49
2023-12-31 $29k 200 142.64
2023-09-30 $22k 200 108.03
2023-06-30 $23k 200 115.48
2023-03-31 $22k 200 111.97
2022-12-31 $25k 200 123.65

More positions owned by New England Capital Financial Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Spdr Ser Tr Bloomberg Invt (FLRN)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for New England Capital Financial Advisors

Top funds holding Simon Property

Vanguard Group
Norges Bank Investment Management
Legal & General Group
Dimensional Fund Advisors
T. Rowe Price Associates
Jpmorgan Chase & Co
Daiwa Securities Group
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Deutsche Bank Aktiengesellschaft
Bank of New York Mellon
Smead Capital Management
Robeco Investment Management
Ing Clarion Real Estate Securities

View all funds holding Simon Property