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Simon Property shares owned by Wellington Management Company

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Wellington Management Company from 13F filings

Historical chart of Wellington Management Company investment in Simon Property

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All positions including Simon Property held by Wellington Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Wellington Management Company

Quarter filed Position value Share count Share price at filing
2023-12-31 $70M 490k 142.64
2023-09-30 $33M 303k 108.03
2023-06-30 $36M 308k 115.48
2023-03-31 $48M 431k 111.97
2022-12-31 $36M 307k 117.48
2022-03-31 $72M 545k 131.56
2021-12-31 $116M 723k 159.77
2021-09-30 $71M 544k 129.97
2021-06-30 $74M 570k 130.48
2021-03-31 $40M 349k 113.77
2020-12-31 $30M 352k 85.28
2020-09-30 $1.2M 18k 64.71
2020-06-30 $1.5M 21k 68.40
2020-03-31 $1.5M 28k 54.88
2019-12-31 $1.0B 6.8M 148.96
2019-09-30 $1.1B 7.0M 155.65
2019-06-30 $1.1B 7.0M 159.76
2019-03-31 $1.3B 7.3M 182.21
2018-12-31 $1.2B 7.4M 167.99
2018-09-30 $1.2B 7.0M 176.75
2018-06-30 $1.1B 6.2M 170.19
2018-03-31 $868M 5.6M 154.35
2017-12-31 $348M 2.0M 171.74
2017-09-30 $136M 842k 161.01
2017-06-30 $100M 617k 161.76
2017-03-31 $97M 566k 172.03
2016-12-31 $102M 573k 177.67
2016-09-30 $164M 791k 207.01
2016-06-30 $190M 874k 216.90
2016-03-31 $191M 918k 207.69
2015-12-31 $150M 769k 194.44
2015-09-30 $107M 582k 183.72
2015-06-30 $92M 533k 173.02
2015-03-31 $116M 593k 195.64
2014-12-31 $114M 624k 182.11
2014-06-30 $167M 1.0M 166.28
2014-03-31 $128M 780k 164.00
2013-09-30 $144M 969k 148.23
2013-06-30 $178M 1.1M 157.92
2013-03-31 $193M 1.2M 158.56
2012-12-31 $197M 1.2M 158.09
2012-09-30 $171M 1.1M 151.81
2012-06-30 $183M 1.2M 155.66
2012-03-31 $203M 1.4M 145.68
2011-12-31 $146M 1.1M 128.94
2011-09-30 $90M 815k 109.98
2011-06-30 $48M 409k 116.23
2010-12-31 $45M 454k 99.49