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
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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 |
|---|---|---|---|
| 2025-09-30 | $276k | 1.5k | 187.67 |
| 2025-06-30 | $236k | 1.5k | 160.76 |
| 2025-03-31 | $244k | 1.5k | 166.08 |
| 2024-12-31 | $253k | 1.5k | 172.21 |
| 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 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
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