Simon Property shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Simon Property
Tip: Access up to 7 years of quarterly data
All positions including Simon Property held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Simon Property by Compass Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $54k | 345 | 156.49 |
2023-12-31 | $49k | 345 | 142.64 |
2023-09-30 | $37k | 345 | 108.03 |
2023-06-30 | $40k | 345 | 115.48 |
2023-03-31 | $39k | 345 | 111.97 |
2022-12-31 | $41k | 345 | 117.48 |