Simon Property shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Simon Property
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All positions including Simon Property held by Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $299k | 2.1k | 142.63 |
2023-09-30 | $221k | 2.0k | 108.03 |
2023-06-30 | $235k | 2.0k | 115.48 |
2023-03-31 | $247k | 2.2k | 111.97 |
2022-12-31 | $261k | 2.2k | 117.48 |