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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

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Optimum Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Optimum Investment Advisors

Quarter filed Position value Share count Share price at filing
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