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Simon Property shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $735k 3.9k 187.67
2025-06-30 $574k 3.6k 160.76
2025-03-31 $497k 3.0k 166.08
2024-12-31 $451k 2.6k 172.21
2024-09-30 $369k 2.2k 169.02
2024-06-30 $274k 1.8k 151.80

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View all positions for Pinnacle Wealth Management Advisory

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