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Simon Property shares owned by Synergy Financial Group

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

Historical chart of Synergy Financial Group investment in Simon Property

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

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Quarterly reported holdings in Simon Property by Synergy Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $261k 1.2k 223.65
2026-03-31 $285k 1.5k 186.53

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Top funds holding Simon Property

BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
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Bank of America Corporation
Cohen & Steers Capital Management
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Northern Trust
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View all funds holding Simon Property