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Simon Property shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $248k 1.5k 169.02
2024-06-30 $223k 1.5k 151.80
2024-03-31 $230k 1.5k 156.49
2023-12-31 $209k 1.5k 142.64
2021-12-31 $234k 1.5k 159.51

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Top funds holding Simon Property

Vanguard Group
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Geode Capital Management
Bank of America Corporation
Legal & General Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
FMR
Nuveen Asset Management
Northern Trust
Invesco
Charles Schwab Investment Management
T. Rowe Price Associates

View all funds holding Simon Property