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Simon Property shares owned by VisionPoint Advisory Group

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by VisionPoint Advisory Group from 13F filings

Historical chart of VisionPoint Advisory Group investment in Simon Property

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All positions including Simon Property held by VisionPoint Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $58k 335 173.53
2024-06-30 $53k 352 151.80
2024-03-31 $58k 372 156.49
2023-12-31 $54k 378 142.64
2023-09-30 $41k 378 108.03
2023-06-30 $53k 457 115.38
2021-12-31 $4.3M 30k 145.19
2021-09-30 $5.9M 35k 170.51
2021-06-30 $5.3M 41k 130.49
2021-03-31 $3.8M 33k 113.77
2020-12-31 $1.8M 21k 85.30

More positions owned by VisionPoint Advisory Group

Spdr Series Trust State Street Spd (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (SPLG)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Deere & Company (DE)
Spdr Gold Tr Gold Shs (GLD)

View all positions for VisionPoint Advisory Group

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
Dimensional Fund Advisors
Nuveen
Charles Schwab Investment Management
Legal & General Group
FMR
Invesco

View all funds holding Simon Property