Position in SPG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$448,417
-$11,752 QoQ
Shares Held
2,005
-18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#817
of 1,353 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Diversified Trust Co holds $5,427,501 across 6 REIT - Retail names. SPG ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
19,220 | $2,372,516 | |
| 2 | UE |
Urban Edge Properties
|
49,182 | $1,125,284 | |
| 3 | SKT |
Tanger Inc.
|
22,891 | $903,507 | |
| 4 | SPG |
Simon Property Group Inc.
This page
|
2,005 | $448,417 | |
| 5 | CBL |
Cbl & Associates Properties Inc
|
6,608 | $350,818 | |
| 6 | O |
Realty Income Corp
|
3,663 | $226,959 |
All Filings in SPG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,417 | 2,005 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $460,169 | 2,467 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,382,550 | 12,871 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,072,157 | 16,370 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,337,859 | 20,763 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $4,257,626 | 25,636 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,982,504 | 17,319 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $1,771,160 | 10,479 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,073,074 | 7,069 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,698,229 | 10,852 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $670,264 | 4,699 | Shares | Sole | 2024-01-08 | |
| 2023-06-30 | $514,694 | 4,457 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $245,325 | 2,191 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $791,462 | 6,737 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $611,377 | 6,812 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $578,252 | 6,092 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $380,208 | 2,890 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $548,170 | 3,431 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $414,734 | 3,191 | Shares | Sole | 2022-01-13 | |
| 2021-03-31 | $332,663 | 2,924 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $309,140 | 3,625 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $234,465 | 3,625 | Shares | Sole | 2020-10-15 | |
| No filing history on record for this holder in this stock. | ||||||