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Simon Property shares owned by Richard Bernstein Advisors

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

Historical chart of Richard Bernstein Advisors investment in Simon Property

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

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Quarterly reported holdings in Simon Property by Richard Bernstein Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 8.8k 186.53
2023-03-31 $977k 8.7k 111.97
2022-12-31 $1.0M 8.7k 117.48
2019-12-31 $5.8M 39k 148.96
2019-09-30 $6.0M 39k 155.65
2019-06-30 $6.2M 39k 159.75
2016-06-30 $2.9M 13k 216.92
2016-03-31 $2.7M 13k 207.70

More positions owned by Richard Bernstein Advisors

Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Ishares Msci Emrg Chn (EMXC)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust State Street Spd (SDY)
Ishares Tr Mbs Etf (MBB)
Spdr Series Trust State Street Spd (BIL)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Graniteshares Gold Tr Shs Ben Int (BAR)
Select Sector Spdr Tr State Street Com (XLC)
Ishares Tr Glob Hlthcre Etf (IXJ)
NVIDIA Corporation (NVDA)

View all positions for Richard Bernstein Advisors

Top funds holding Simon Property

Vanguard Group
BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Capital World Investors
Bank of America Corporation
Wellington Management Company
Cohen & Steers Capital Management
Morgan Stanley
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Legal & General Group

View all funds holding Simon Property