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Simon Property shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens Wealth Management investment in Simon Property

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

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Quarterly reported holdings in Simon Property by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 20k 142.64
2023-09-30 $2.1M 20k 108.03
2023-06-30 $350k 3.0k 115.49
2023-03-31 $356k 3.2k 111.99