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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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All positions including Simon Property held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
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