Simon Property shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Simon Property
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Quarterly reported holdings in Simon Property by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $794k | 5.6k | 142.65 |
| 2023-09-30 | $592k | 5.5k | 108.02 |
| 2023-06-30 | $606k | 5.2k | 115.47 |
| 2023-03-31 | $557k | 5.0k | 111.97 |
| 2022-12-31 | $495k | 4.2k | 117.48 |
| 2022-09-30 | $369k | 4.1k | 89.87 |
| 2022-06-30 | $382k | 4.0k | 94.95 |
| 2022-03-31 | $470k | 3.6k | 131.47 |
| 2021-12-31 | $659k | 4.1k | 159.87 |
| 2021-09-30 | $535k | 4.1k | 129.92 |
| 2021-06-30 | $541k | 4.1k | 130.39 |
| 2021-03-31 | $494k | 4.3k | 113.88 |
| 2020-12-31 | $367k | 4.3k | 85.31 |
| 2020-09-30 | $433k | 6.7k | 64.68 |
| 2020-06-30 | $458k | 6.7k | 68.44 |
| 2020-03-31 | $408k | 7.4k | 54.85 |
| 2019-12-31 | $983k | 6.6k | 149.03 |
| 2019-09-30 | $880k | 5.7k | 155.64 |
| 2019-06-30 | $570k | 3.6k | 159.75 |
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