Watermark Asset Management »

Simon Property shares owned by Watermark Asset Management

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Watermark Asset Management from 13F filings

Historical chart of Watermark Asset Management investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Watermark Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simon Property by Watermark Asset Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $48k 288 166.67
2018-09-30 $51k 288 177.08
2018-06-30 $49k 288 170.14
2018-03-31 $44k 288 152.78
2017-12-31 $49k 288 170.14
2017-09-30 $46k 288 159.72
2017-06-30 $47k 288 163.19
2017-03-31 $50k 288 173.61

More positions owned by Watermark Asset Management

iShares S&P 500 Index (IVV)
iShares Lehman Aggregate Bond (AGG)
Vanguard Europe Pacific ETF (VEA)
iShares S&P MidCap 400 Index (IJH)
Schwab U S Broad Market ETF (SCHB)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Emerging Markets ETF (VWO)
Schwab Strategic Tr us aggregate b (SCHZ)
Vanguard Total Stock Market ETF (VTI)
Schwab International Equity ETF (SCHF)
Vanguard FTSE All-World ex-US ETF (VEU)
Spdr Series Trust dj ttl mkt etf (SPTM)
Schwab Strategic Tr us lrg cap etf (SCHX)
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)

View all positions for Watermark Asset Management

Top funds holding Simon Property

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Geode Capital Management
Morgan Stanley
FMR
Legal & General Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
T. Rowe Price Associates
Nuveen Asset Management
Daiwa Securities Group
Northern Trust
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft

View all funds holding Simon Property