Simon Property shares owned by Waddell & Associates
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Waddell & Associates
from 13F filings
Historical chart of Waddell & Associates investment in Simon Property
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All positions including Simon Property held by Waddell & Associates consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simon Property by Waddell & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $249k | 2.3k | 108.03 |
| 2023-06-30 | $270k | 2.3k | 115.48 |
| 2023-03-31 | $308k | 2.8k | 111.97 |
| 2022-12-31 | $333k | 2.8k | 117.48 |
| 2022-09-30 | $249k | 2.8k | 89.67 |
| 2022-06-30 | $269k | 2.8k | 94.99 |
| 2022-03-31 | $246k | 1.9k | 131.41 |
| 2021-12-31 | $299k | 1.9k | 159.72 |
| 2021-09-30 | $239k | 1.8k | 129.75 |
| 2021-06-30 | $244k | 1.9k | 130.34 |