Simon Property shares owned by Trust
Historical chart of Trust investment in Simon Property
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All positions including Simon Property held by Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simon Property by Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51k | 269 | 187.67 |
| 2025-06-30 | $42k | 263 | 160.76 |
| 2025-03-31 | $17k | 103 | 166.08 |
| 2024-12-31 | $42k | 246 | 172.21 |
| 2024-09-30 | $303k | 1.8k | 169.02 |
| 2024-06-30 | $465k | 3.1k | 151.80 |
| 2024-03-31 | $384k | 2.5k | 156.49 |
| 2023-12-31 | $368k | 2.6k | 142.64 |
| 2023-09-30 | $296k | 2.7k | 108.03 |
| 2023-06-30 | $301k | 2.6k | 115.48 |
| 2023-03-31 | $174k | 1.6k | 111.97 |
| 2022-12-31 | $181k | 1.5k | 117.30 |
| 2022-09-30 | $110k | 1.2k | 89.43 |
| 2022-06-30 | $80k | 838 | 95.47 |
| 2022-03-31 | $109k | 829 | 131.48 |
| 2021-12-31 | $708k | 4.4k | 159.68 |
| 2021-09-30 | $619k | 4.8k | 129.88 |
| 2021-06-30 | $650k | 5.0k | 130.44 |
| 2021-03-31 | $443k | 3.9k | 113.88 |
| 2020-12-31 | $197k | 2.3k | 85.13 |
| 2020-09-30 | $113k | 1.7k | 64.65 |
| 2020-06-30 | $186k | 2.7k | 68.43 |
| 2019-06-30 | $8.0k | 51 | 156.86 |