Simon Property shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Simon Property
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Quarterly reported holdings in Simon Property by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $486k | 2.6k | 187.64 |
| 2025-06-30 | $414k | 2.6k | 160.78 |
| 2025-03-31 | $424k | 2.6k | 166.06 |
| 2024-12-31 | $436k | 2.5k | 172.23 |
| 2024-09-30 | $435k | 2.6k | 169.05 |
| 2024-06-30 | $388k | 2.6k | 151.81 |
| 2024-03-31 | $400k | 2.6k | 156.52 |
| 2023-12-31 | $378k | 2.6k | 142.66 |
| 2023-09-30 | $300k | 2.8k | 108.04 |
| 2023-06-30 | $327k | 2.8k | 115.49 |
| 2023-03-31 | $314k | 2.8k | 111.98 |
| 2022-12-31 | $360k | 3.1k | 117.49 |
| 2022-09-30 | $277k | 3.1k | 89.88 |
| 2022-06-30 | $285k | 3.0k | 94.56 |
| 2022-03-31 | $399k | 3.0k | 131.51 |
| 2021-12-31 | $570k | 3.6k | 159.66 |
| 2021-09-30 | $463k | 3.5k | 130.86 |
| 2021-06-30 | $466k | 3.6k | 130.46 |
| 2021-03-31 | $465k | 4.1k | 113.78 |
| 2020-12-31 | $415k | 4.8k | 86.66 |