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
Download as csvQuarterly reported holdings in Simon Property by New Insight Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 23k | 187.67 |
| 2025-06-30 | $4.8M | 30k | 160.76 |
| 2025-03-31 | $5.6M | 34k | 166.08 |
| 2024-12-31 | $5.8M | 34k | 172.21 |
| 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 |
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