Simon Property shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust Company investment in Simon Property
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Quarterly reported holdings in Simon Property by Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 16k | 187.67 |
| 2025-06-30 | $3.3M | 21k | 160.76 |
| 2025-03-31 | $4.3M | 26k | 166.08 |
| 2024-12-31 | $3.0M | 17k | 172.21 |
| 2024-09-30 | $1.8M | 11k | 169.02 |
| 2024-06-30 | $1.1M | 7.1k | 151.80 |
| 2024-03-31 | $1.7M | 11k | 156.49 |
| 2023-12-31 | $670k | 4.7k | 142.64 |
| 2023-06-30 | $515k | 4.5k | 115.48 |
| 2023-03-31 | $245k | 2.2k | 111.97 |
| 2022-12-31 | $791k | 6.7k | 117.41 |
| 2022-09-30 | $611k | 6.8k | 89.69 |
| 2022-06-30 | $578k | 6.1k | 94.88 |
| 2022-03-31 | $380k | 2.9k | 131.49 |
| 2021-12-31 | $548k | 3.4k | 159.72 |
| 2021-09-30 | $415k | 3.2k | 130.05 |
| 2021-03-31 | $333k | 2.9k | 113.89 |
| 2020-12-31 | $309k | 3.6k | 85.24 |
| 2020-09-30 | $234k | 3.6k | 64.55 |
| 2019-12-31 | $336k | 2.3k | 148.94 |