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Simon Property shares owned by Tradition Wealth Management

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Tradition Wealth Management from 13F filings

Historical chart of Tradition Wealth Management investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $370k 2.0k 187.67
2025-06-30 $213k 1.3k 160.76
2023-12-31 $26k 184 141.30
2023-09-30 $85k 784 108.42
2023-06-30 $91k 784 116.07
2023-03-31 $87k 779 111.68
2022-06-30 $18k 190 94.74
2022-03-31 $25k 190 131.58

More positions owned by Tradition Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Tradition Wealth Management

Top funds holding Simon Property

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View all funds holding Simon Property