Simon Property shares owned by West Branch Capital
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in Simon Property
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All positions including Simon Property held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simon Property by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13k | 69 | 187.68 |
| 2025-06-30 | $11k | 69 | 160.77 |
| 2025-03-31 | $498 | 3 | 166.33 |
| 2024-12-31 | $516 | 3 | 172.33 |
| 2024-09-30 | $507 | 3 | 169.33 |
| 2023-12-31 | $44k | 305 | 142.64 |
| 2023-09-30 | $33k | 305 | 108.03 |
| 2023-06-30 | $35k | 305 | 115.48 |
| 2023-03-31 | $34k | 305 | 111.97 |