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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
2024-03-31 $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)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Mid Cap Etf (VO)
Simon Property (SPG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tesla Motors (TSLA)
Vanguard World Inf Tech Etf (VGT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Global Tech Etf (IXN)
Wp Carey (WPC)

View all positions for New Insight Wealth Advisors

Top funds holding Simon Property

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Geode Capital Management
Morgan Stanley
FMR
Legal & General Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
T. Rowe Price Associates
Nuveen Asset Management
Daiwa Securities Group
Northern Trust
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft

View all funds holding Simon Property