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Simon Property shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in Simon Property

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All positions including Simon Property held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $465k 2.8k 168.99
2024-06-30 $2.9M 424k 6.87
2024-03-31 $393k 2.5k 156.47
2023-09-30 $243k 2.3k 108.05
2023-06-30 $260k 2.3k 115.50
2023-03-31 $262k 2.3k 111.99

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Top funds holding Simon Property

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

View all funds holding Simon Property