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Simon Property shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $393k 2.5k 156.47
2023-09-30 $243k 2.3k 108.05
2023-06-30 $260k 2.3k 115.50
2023-03-31 $262k 2.3k 111.99

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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