Simon Property shares owned by Westover Capital Advisors
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Westover Capital Advisors
from 13F filings
Historical chart of Westover Capital Advisors investment in Simon Property
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Quarterly reported holdings in Simon Property by Westover Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $563k | 3.0k | 187.67 |
| 2025-06-30 | $482k | 3.0k | 160.76 |
| 2025-03-31 | $498k | 3.0k | 166.08 |
| 2024-12-31 | $517k | 3.0k | 172.21 |
| 2024-09-30 | $507k | 3.0k | 169.02 |
| 2024-06-30 | $455k | 3.0k | 151.80 |
| 2024-03-31 | $470k | 3.0k | 156.49 |
| 2023-12-31 | $428k | 3.0k | 142.64 |
| 2023-09-30 | $324k | 3.0k | 108.03 |
| 2023-06-30 | $346k | 3.0k | 115.48 |
| 2023-03-31 | $336k | 3.0k | 111.97 |
| 2022-12-31 | $352k | 3.0k | 117.48 |
| 2022-09-30 | $269k | 3.0k | 89.67 |
| 2022-06-30 | $285k | 3.0k | 95.00 |
| 2022-03-31 | $395k | 3.0k | 131.67 |
| 2021-12-31 | $479k | 3.0k | 159.67 |
| 2021-09-30 | $390k | 3.0k | 130.00 |
| 2021-06-30 | $391k | 3.0k | 130.33 |
| 2021-03-31 | $341k | 3.0k | 113.67 |
| 2020-12-31 | $256k | 3.0k | 85.33 |