Position in SPG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$243,107
+$24,681 QoQ
Shares Held
1,087
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,012
of 1,353 holders
Holding Since
Sep 2025
4 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, 2026Haverford Trust Co holds $243,107 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,087 | $243,107 |
All Filings in SPG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,107 | 1,087 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $218,426 | 1,171 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $216,763 | 1,171 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $217,509 | 1,159 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||