Simon Property shares owned by United Advisor Group
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in Simon Property
Tip: Access up to 7 years of quarterly data
All positions including Simon Property held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simon Property by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $602k | 3.2k | 187.67 |
| 2025-06-30 | $509k | 3.2k | 160.76 |
| 2025-03-31 | $521k | 3.1k | 166.08 |
| 2024-12-31 | $532k | 3.1k | 172.21 |
| 2024-09-30 | $525k | 3.1k | 169.02 |
| 2024-06-30 | $466k | 3.1k | 151.80 |
| 2024-03-31 | $329k | 2.1k | 156.49 |
| 2023-12-31 | $636k | 4.5k | 142.83 |