LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in SPG — Simon Property Group Inc.
CIK 932974
BOSTON, MA
Position in SPG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,180,648
+$195,957 QoQ
Shares Held
5,279
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#587
of 1,353 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, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $1,259,735 across 3 REIT - Retail names. SPG ranks #1 (93.7% of the industry book) .
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,180,648 | 5,279 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $984,691 | 5,279 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $977,195 | 5,279 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $990,709 | 5,279 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $848,652 | 5,279 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $876,736 | 5,279 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $909,096 | 5,279 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $892,256 | 5,279 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $801,352 | 5,279 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $826,110 | 5,279 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $752,996 | 5,279 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $570,290 | 5,279 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $609,618 | 5,279 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $611,244 | 5,459 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $620,176 | 5,279 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $565,335 | 6,299 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $597,901 | 6,299 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $828,696 | 6,299 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,006,391 | 6,299 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $824,269 | 6,342 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $832,201 | 6,378 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $725,625 | 6,378 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $537,178 | 6,299 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $407,419 | 6,299 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $430,725 | 6,299 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $345,563 | 6,299 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||