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Simon Property shares owned by Avalon Trust

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Avalon Trust from 13F filings

Historical chart of Avalon Trust investment in Simon Property

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All positions including Simon Property held by Avalon Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Avalon Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $45k 200 223.65
2025-09-30 $1.3k 7 187.71

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Top funds holding Simon Property

BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Wellington Management Company
Capital World Investors
Bank of America Corporation
Cohen & Steers Capital Management
FMR
Morgan Stanley
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Simon Property