Simon Property shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Simon Property
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Quarterly reported holdings in Simon Property by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 8.2k | 187.67 |
| 2025-06-30 | $1.4M | 8.4k | 160.77 |
| 2025-03-31 | $1.5M | 9.0k | 166.08 |
| 2024-12-31 | $1.4M | 8.3k | 172.21 |
| 2024-09-30 | $1.6M | 9.4k | 169.02 |
| 2024-06-30 | $1.4M | 9.3k | 151.80 |
| 2024-03-31 | $1.3M | 9.5k | 142.82 |
| 2023-12-31 | $1.3M | 8.8k | 142.64 |
| 2023-09-30 | $929k | 8.6k | 108.03 |
| 2023-06-30 | $1.0M | 8.9k | 115.48 |
| 2023-03-31 | $1.0M | 9.0k | 111.97 |
| 2022-12-31 | $1.4M | 12k | 117.48 |
| 2022-09-30 | $774k | 8.6k | 89.76 |
| 2022-06-30 | $3.4M | 36k | 94.92 |
| 2022-03-31 | $4.4M | 41k | 107.45 |
| 2021-12-31 | $1.7M | 11k | 159.80 |
| 2021-09-30 | $1.3M | 10k | 129.95 |
| 2021-06-30 | $994k | 7.6k | 130.33 |
| 2021-03-31 | $859k | 7.5k | 113.81 |
| 2020-12-31 | $662k | 7.8k | 85.24 |
| 2020-09-30 | $559k | 8.6k | 64.68 |
| 2020-06-30 | $711k | 10k | 68.40 |
| 2020-03-31 | $664k | 9.8k | 67.68 |
| 2019-12-31 | $577k | 3.9k | 149.10 |
| 2019-09-30 | $694k | 4.5k | 155.57 |
| 2019-06-30 | $491k | 3.1k | 159.67 |
| 2019-03-31 | $531k | 2.9k | 182.10 |
| 2018-12-31 | $1.5M | 9.0k | 168.01 |
| 2018-09-30 | $1.8M | 9.7k | 184.02 |
| 2018-06-30 | $1.8M | 10k | 174.73 |
| 2018-03-31 | $1.9M | 12k | 154.34 |
| 2017-12-31 | $2.2M | 13k | 171.71 |
| 2017-09-30 | $1.3M | 8.4k | 161.03 |