Simon Property shares owned by Heritage Trust
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Simon Property
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Quarterly reported holdings in Simon Property by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $720k | 4.6k | 156.49 |
| 2023-12-31 | $635k | 4.5k | 142.64 |
| 2023-09-30 | $385k | 3.6k | 108.03 |
| 2023-06-30 | $214k | 1.8k | 115.48 |
| 2019-12-31 | $200k | 1.3k | 149.25 |
| 2019-09-30 | $209k | 1.3k | 155.97 |
| 2019-06-30 | $214k | 1.3k | 159.70 |
| 2019-03-31 | $244k | 1.3k | 182.09 |
| 2017-09-30 | $5.0k | 28 | 178.57 |