Simon Property shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Simon Property
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Quarterly reported holdings in Simon Property by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.7M | 30k | 156.49 |
| 2023-12-31 | $4.2M | 30k | 142.64 |
| 2023-09-30 | $3.2M | 29k | 108.03 |
| 2023-06-30 | $3.3M | 29k | 115.48 |
| 2023-03-31 | $3.1M | 28k | 111.97 |
| 2022-12-31 | $3.2M | 27k | 117.48 |
| 2022-09-30 | $2.4M | 27k | 89.75 |
| 2022-06-30 | $2.5M | 26k | 94.93 |
| 2022-03-31 | $3.1M | 24k | 131.55 |
| 2021-12-31 | $3.7M | 23k | 159.78 |
| 2021-09-30 | $2.9M | 22k | 129.98 |
| 2021-06-30 | $2.7M | 20k | 130.46 |
| 2021-03-31 | $2.3M | 20k | 113.78 |
| 2020-12-31 | $1.5M | 17k | 85.30 |
| 2020-09-30 | $821k | 13k | 64.72 |
| 2020-06-30 | $792k | 12k | 68.41 |
| 2020-03-31 | $531k | 9.7k | 54.84 |
| 2019-12-31 | $1.3M | 8.8k | 148.98 |
| 2019-09-30 | $1.3M | 8.1k | 155.65 |
| 2019-06-30 | $1.3M | 8.1k | 159.72 |
| 2019-03-31 | $1.5M | 8.1k | 182.14 |
| 2018-12-31 | $1.3M | 7.9k | 167.95 |
| 2018-09-30 | $1.3M | 7.5k | 176.75 |
| 2018-06-30 | $1.3M | 7.7k | 170.19 |
| 2018-03-31 | $1.2M | 7.6k | 154.31 |
| 2017-12-31 | $1.3M | 7.4k | 171.69 |
| 2017-09-30 | $1.1M | 7.0k | 161.02 |
| 2017-06-30 | $1.1M | 6.9k | 161.68 |
| 2017-03-31 | $1.2M | 6.9k | 172.02 |
| 2016-12-31 | $1.1M | 6.4k | 177.62 |
More positions owned by Concentric Wealth Management
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