Simon Property shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Simon Property
Tip: Access up to 7 years of quarterly data
All positions including Simon Property held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Simon Property by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 43k | 187.67 |
| 2025-06-30 | $4.4M | 27k | 160.76 |
| 2024-09-30 | $751k | 4.4k | 169.01 |
| 2024-06-30 | $565k | 3.7k | 151.82 |
| 2024-03-31 | $573k | 3.7k | 156.47 |
| 2023-12-31 | $307k | 2.2k | 142.65 |
| 2023-09-30 | $260k | 2.4k | 108.04 |
| 2023-06-30 | $260k | 2.3k | 115.49 |
| 2018-03-31 | $321k | 2.1k | 150.92 |
| 2017-12-31 | $386k | 2.3k | 166.59 |