Ownership history in FIRST FOUNDATION ADVISORS · 14 quarters on record
This page tracks every 13F SEC filing in which FIRST FOUNDATION ADVISORS reported a position in Simon Property Group Inc (SPG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 1,307 | +3 | +0.2% | 0.01% | $245K | $183.27 |
| 2025 Q2 | UNCHANGED | 1,304 | — | 0% | 0.01% | $210K | $155.15 |
| 2025 Q1 | REDUCED | 1,304 | -556 | -29.9% | 0.01% | $217K | $158.20 |
| 2024 Q4 | REDUCED | 1,860 | -1,042 | -35.9% | 0.01% | $320K | $162.03 |
As of 2025 Q4 — sorted by position size