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Simon Property shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors investment in Simon Property

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simon Property by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 1.0k 196.48
2025-06-30 $162k 955 169.13

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View all positions for Twin Peaks Wealth Advisors

Top funds holding Simon Property

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

View all funds holding Simon Property