Simon Property shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Simon Property
Tip: Access up to 7 years of quarterly data
All positions including Simon Property held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simon Property by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 6.3k | 187.68 |
| 2025-06-30 | $986k | 6.1k | 160.76 |
| 2025-03-31 | $956k | 5.8k | 166.08 |
| 2024-12-31 | $764k | 4.4k | 172.23 |
| 2024-09-30 | $702k | 4.2k | 169.07 |
| 2024-06-30 | $528k | 3.5k | 151.82 |
| 2024-03-31 | $567k | 3.6k | 156.50 |
| 2023-12-31 | $505k | 3.5k | 142.65 |
| 2023-06-30 | $495k | 4.3k | 115.44 |