Simon Property shares owned by Triad Wealth Partners
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Triad Wealth Partners
from 13F filings
Historical chart of Triad Wealth Partners investment in Simon Property
Tip: Access up to 7 years of quarterly data
All positions including Simon Property held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Simon Property by Triad Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $585k | 3.2k | 185.11 |
| 2025-09-30 | $516k | 2.8k | 187.69 |
| 2025-06-30 | $247k | 1.5k | 160.75 |
| 2025-03-31 | $219k | 1.3k | 166.07 |
| 2024-12-31 | $241k | 1.4k | 172.20 |
| 2024-06-30 | $138k | 912 | 151.78 |