Simon Property shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Simon Property
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Quarterly reported holdings in Simon Property by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $343k | 1.8k | 187.67 |
| 2025-03-31 | $297k | 1.8k | 166.08 |
| 2024-12-31 | $312k | 1.8k | 172.21 |
| 2024-09-30 | $308k | 1.8k | 169.02 |
| 2024-06-30 | $279k | 1.8k | 151.80 |
| 2024-03-31 | $288k | 1.8k | 156.49 |
| 2023-12-31 | $261k | 1.8k | 142.64 |
| 2023-09-30 | $202k | 1.9k | 108.03 |
| 2023-06-30 | $227k | 2.0k | 115.48 |
| 2023-03-31 | $221k | 2.0k | 111.97 |
| 2022-12-31 | $232k | 2.0k | 117.48 |
| 2022-03-31 | $258k | 2.0k | 131.70 |
| 2021-12-31 | $311k | 1.9k | 159.82 |
| 2021-09-30 | $252k | 1.9k | 129.76 |
| 2021-06-30 | $245k | 1.9k | 126.62 |
| 2021-03-31 | $222k | 2.0k | 113.44 |
| 2020-12-31 | $163k | 1.9k | 85.21 |
More positions owned by Regent Peak Wealth Advisors
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