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Simon Property shares owned by New Insight Wealth Advisors

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by New Insight Wealth Advisors from 13F filings

Historical chart of New Insight Wealth Advisors investment in Simon Property

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simon Property by New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 37k 169.02
2024-06-30 $6.7M 44k 151.80
2024-03-31 $7.9M 50k 156.49
2023-12-31 $7.6M 53k 142.64

More positions owned by New Insight Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tesla Motors (TSLA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Simon Property (SPG)
Ishares Tr Global Tech Etf (IXN)
Amazon (AMZN)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)

View all positions for New Insight Wealth Advisors

Top funds holding Simon Property

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Dimensional Fund Advisors
Nuveen Asset Management
Jpmorgan Chase & Co
Northern Trust
Invesco
Charles Schwab Investment Management
T. Rowe Price Associates

View all funds holding Simon Property