Position in SPG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,363,248
+$1,406,176 QoQ
Shares Held
15,038
+43.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#411
of 1,358 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026WHITTIER TRUST CO holds $4,222,669 across 13 REIT - Retail names. SPG ranks #1 (79.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
15,038 | $3,363,248 | |
| 2 | O |
Realty Income Corp
|
6,467 | $400,695 | |
| 3 | FRT |
Federal Realty Investment Trust
|
1,000 | $123,440 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
2,500 | $104,050 | |
| 5 | BFS |
Saul Centers, Inc.
|
2,000 | $74,780 | |
| 6 | NNN |
Nnn REIT, Inc.
|
1,459 | $67,887 | |
| 7 | FCPT |
Four Corners Property Trust, Inc.
|
900 | $22,095 | |
| 8 | MAC |
Macerich Co
|
822 | $20,706 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,363,248 | 15,038 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,957,072 | 10,492 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $14,966,512 | 80,852 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $15,186,068 | 80,919 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $12,897,934 | 80,231 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $13,044,586 | 78,544 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $13,294,611 | 77,200 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $12,645,231 | 74,815 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $10,932,484 | 72,019 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $10,803,443 | 69,036 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,778,256 | 68,552 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $7,174,055 | 66,408 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $7,501,695 | 64,961 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $7,270,099 | 64,929 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,451,286 | 63,426 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $5,541,523 | 61,744 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,413,191 | 57,029 | Shares | Defined | 2022-07-28 | |
| 2022-03-31 | $8,021,738 | 60,974 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $8,287,908 | 51,874 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,530,212 | 50,244 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $6,366,771 | 48,795 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,232,395 | 45,991 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,369,668 | 39,513 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,371,362 | 36,663 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $157,478 | 2,303 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $79,711 | 1,453 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||