Simon Property shares owned by Strategic Wealth Designers
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Strategic Wealth Designers
from 13F filings
Historical chart of Strategic Wealth Designers investment in Simon Property
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Quarterly reported holdings in Simon Property by Strategic Wealth Designers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $243k | 1.7k | 142.64 |
| 2023-06-30 | $201k | 1.7k | 115.48 |
| 2023-03-31 | $283k | 2.5k | 111.99 |
| 2022-12-31 | $307k | 2.5k | 122.24 |
| 2022-09-30 | $224k | 2.5k | 89.60 |
| 2022-06-30 | $236k | 2.5k | 94.93 |
| 2022-03-31 | $325k | 2.5k | 131.42 |
| 2021-12-31 | $394k | 2.5k | 159.84 |
| 2021-09-30 | $312k | 2.4k | 130.00 |
| 2021-06-30 | $311k | 2.4k | 130.45 |
| 2021-03-31 | $269k | 2.4k | 113.84 |
| 2020-12-31 | $201k | 2.4k | 85.42 |
| 2019-12-31 | $305k | 2.0k | 148.85 |
More positions owned by Strategic Wealth Designers
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