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Simon Property shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth Advisors investment in Simon Property

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simon Property by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $305k 1.6k 185.07
2025-09-30 $308k 1.6k 187.70
2018-12-31 $238k 142 1676.06

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View all positions for Outlook Wealth Advisors

Top funds holding Simon Property

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

View all funds holding Simon Property