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Simon Property shares owned by ORG Wealth Partners

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by ORG Wealth Partners from 13F filings

Historical chart of ORG Wealth Partners investment in Simon Property

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All positions including Simon Property held by ORG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $552k 2.9k 187.67
2025-06-30 $490k 3.0k 164.53
2025-03-31 $475k 2.9k 166.47

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View all positions for ORG Wealth Partners

Top funds holding Simon Property

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Cohen & Steers Capital Management
Capital World Investors
Wellington Management Company
Jpmorgan Chase & Co
Northern Trust
Morgan Stanley
Dimensional Fund Advisors
Nuveen
Charles Schwab Investment Management
Legal & General Group
FMR

View all funds holding Simon Property