Simon Property shares owned by Whittier Trust
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Whittier Trust
from 13F filings
Historical chart of Whittier Trust investment in Simon Property
Tip: Access up to 7 years of quarterly data
All positions including Simon Property held by Whittier Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Simon Property by Whittier Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 75k | 169.02 |
| 2024-06-30 | $11M | 72k | 151.80 |
| 2024-03-31 | $11M | 69k | 156.49 |
| 2023-12-31 | $9.8M | 69k | 142.64 |
| 2023-09-30 | $7.2M | 66k | 108.03 |
| 2023-06-30 | $7.5M | 65k | 115.48 |
| 2023-03-31 | $7.3M | 65k | 111.97 |
| 2022-12-31 | $7.5M | 63k | 117.48 |
| 2022-09-30 | $5.5M | 62k | 89.75 |
| 2022-06-30 | $5.4M | 57k | 94.92 |
| 2022-03-31 | $8.0M | 61k | 131.56 |
| 2021-12-31 | $8.3M | 52k | 159.78 |
| 2021-09-30 | $6.5M | 50k | 129.97 |
| 2021-06-30 | $6.4M | 49k | 130.48 |
| 2021-03-31 | $5.2M | 46k | 113.78 |
| 2020-12-31 | $3.4M | 40k | 85.27 |
| 2020-09-30 | $2.4M | 37k | 64.68 |
| 2020-06-30 | $158k | 2.3k | 68.51 |
| 2020-03-31 | $79k | 1.5k | 54.63 |
| 2019-12-31 | $416k | 2.8k | 148.94 |
| 2019-09-30 | $248k | 1.6k | 155.76 |
| 2019-06-30 | $253k | 1.6k | 160.00 |
| 2019-03-31 | $288k | 1.6k | 181.96 |
| 2018-12-31 | $321k | 1.9k | 167.70 |
| 2018-09-30 | $279k | 1.6k | 176.89 |
| 2018-06-30 | $125k | 752 | 165.55 |
| 2018-03-31 | $73k | 483 | 151.69 |
| 2017-12-31 | $77k | 451 | 171.23 |
| 2017-09-30 | $74k | 451 | 164.38 |
| 2017-06-30 | $74k | 451 | 164.38 |
| 2017-03-31 | $85k | 491 | 172.04 |
| 2016-12-31 | $80k | 451 | 178.08 |
| 2016-09-30 | $93k | 451 | 205.48 |
| 2016-06-30 | $99k | 451 | 219.18 |
| 2016-03-31 | $93k | 451 | 205.48 |
| 2015-12-31 | $87k | 451 | 191.78 |
| 2015-09-30 | $83k | 451 | 184.93 |
| 2015-06-30 | $77k | 451 | 171.23 |
| 2015-03-31 | $90k | 451 | 198.63 |
| 2014-12-31 | $83k | 451 | 184.93 |
| 2014-09-30 | $123k | 752 | 163.31 |
| 2014-06-30 | $125k | 752 | 165.55 |
| 2014-03-31 | $173k | 1.1k | 164.44 |
| 2013-12-31 | $206k | 1.4k | 152.41 |
| 2013-09-30 | $201k | 1.4k | 148.40 |
| 2013-06-30 | $214k | 1.4k | 157.75 |
| 2012-03-31 | $177k | 1.2k | 146.18 |