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Simon Property shares owned by Turtle Creek Wealth Advisors

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Turtle Creek Wealth Advisors from 13F filings

Historical chart of Turtle Creek Wealth Advisors investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Turtle Creek Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Turtle Creek Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $423k 2.3k 187.67
2025-06-30 $217k 1.4k 160.76
2023-12-31 $74k 520 142.64

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View all positions for Turtle Creek Wealth Advisors

Top funds holding Simon Property

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Cohen & Steers Capital Management
Capital World Investors
Wellington Management Company
Jpmorgan Chase & Co
Northern Trust
Morgan Stanley
Dimensional Fund Advisors
Nuveen
Charles Schwab Investment Management
Legal & General Group
FMR

View all funds holding Simon Property