Delap Wealth Advisory »

Simon Property shares owned by Delap Wealth Advisory

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Delap Wealth Advisory from 13F filings

Historical chart of Delap Wealth Advisory investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simon Property by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $204k 1.4k 142.62

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Appfolio Com Cl A (APPF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Delap Wealth Advisory

Top funds holding Simon Property

Vanguard Group
BlackRock
Cohen & Steers Capital Management
Geode Capital Management
Morgan Stanley
FMR
Legal & General Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
T. Rowe Price Associates
Nuveen Asset Management
Daiwa Securities Group
Northern Trust
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft

View all funds holding Simon Property