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Simon Property shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $95k 668 142.64
2021-06-30 $9.0k 69 130.43

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

Top funds holding Simon Property

Vanguard Group
Norges Bank Investment Management
Daiwa Securities Group
Legal & General Group
Dimensional Fund Advisors
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Goldman Sachs Group
Ubs Global Asset Management Americas
Deutsche Bank Aktiengesellschaft
Bank of New York Mellon
Smead Capital Management
Robeco Investment Management
Ing Clarion Real Estate Securities

View all funds holding Simon Property