Simon Property shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Simon Property
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Quarterly reported holdings in Simon Property by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 7.3k | 169.02 |
| 2024-06-30 | $1.1M | 7.3k | 151.80 |
| 2024-03-31 | $1.1M | 7.3k | 156.49 |
| 2023-12-31 | $1.0M | 7.3k | 142.64 |
| 2023-09-30 | $784k | 7.3k | 108.03 |
| 2023-06-30 | $838k | 7.3k | 115.48 |
| 2023-03-31 | $813k | 7.3k | 111.97 |
| 2022-12-31 | $813k | 6.9k | 117.48 |
| 2022-09-30 | $621k | 6.9k | 89.74 |
| 2022-06-30 | $624k | 6.6k | 94.98 |