Simon Property shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Simon Property
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Quarterly reported holdings in Simon Property by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $497k | 2.6k | 187.67 |
| 2025-06-30 | $442k | 2.7k | 160.76 |
| 2025-03-31 | $462k | 2.8k | 166.08 |
| 2024-12-31 | $479k | 2.8k | 172.21 |
| 2024-09-30 | $504k | 3.0k | 169.02 |
| 2024-06-30 | $452k | 3.0k | 151.80 |
| 2024-03-31 | $544k | 3.5k | 156.49 |
| 2023-12-31 | $532k | 3.7k | 142.64 |
| 2023-09-30 | $418k | 3.9k | 108.03 |
| 2023-06-30 | $457k | 4.0k | 115.48 |
| 2023-03-31 | $444k | 4.0k | 111.97 |
| 2022-12-31 | $481k | 4.1k | 117.48 |
| 2022-09-30 | $367k | 4.1k | 89.71 |
| 2022-06-30 | $315k | 3.3k | 95.05 |
| 2022-03-31 | $436k | 3.3k | 131.56 |
| 2021-12-31 | $540k | 3.4k | 159.86 |
| 2021-09-30 | $439k | 3.4k | 129.96 |
| 2021-06-30 | $569k | 4.4k | 130.50 |
| 2021-03-31 | $527k | 4.6k | 113.72 |
| 2020-12-31 | $394k | 4.6k | 85.28 |
| 2020-09-30 | $317k | 4.9k | 64.69 |
| 2020-06-30 | $85k | 1.3k | 68.00 |
| 2020-03-31 | $69k | 1.3k | 55.20 |
| 2019-12-31 | $201k | 1.4k | 148.89 |
| 2019-09-30 | $47k | 300 | 156.67 |
More positions owned by Optimum Investment Advisors
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