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Diversified Trust’s Simon Property Group SPG Stock Holding History

Diversified Trust’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$448K Sell
2,005
-462
-19% -$95.1K 0.01% 793
2026
Q1 		$460K Sell
2,467
-10,404
-81% -$1.98M 0.01% 711
2025
Q4 		$2.38M Sell
12,871
-3,499
-21% -$636K 0.04% 230
2025
Q3 		$3.07M Sell
16,370
-4,393
-21% -$758K 0.06% 175
2025
Q2 		$3.34M Sell
20,763
-4,873
-19% -$770K 0.07% 152
2025
Q1 		$4.26M Buy
25,636
+8,317
+48% +$1.45M 0.11% 114
2024
Q4 		$2.98M Buy
17,319
+6,840
+65% +$1.2M 0.07% 162
2024
Q3 		$1.77M Buy
10,479
+3,410
+48% +$540K 0.04% 246
2024
Q2 		$1.07M Sell
7,069
-3,783
-35% -$557K 0.03% 311
2024
Q1 		$1.7M Buy
10,852
+6,153
+131% +$902K 0.05% 219
2023
Q4 		$670K Buy
+4,699
New +$568K 0.02% 409
2023
Q3 		– Sell
-4,457
Closed -$515K – 918
2023
Q2 		$515K Buy
4,457
+2,266
+103% +$247K 0.02% 450
2023
Q1 		$245K Sell
2,191
-4,546
-67% -$543K 0.01% 701
2022
Q4 		$791K Sell
6,737
-75
-1% -$8.34K 0.03% 297
2022
Q3 		$611K Buy
6,812
+720
+12% +$73.6K 0.03% 322
2022
Q2 		$578K Buy
6,092
+3,202
+111% +$367K 0.02% 350
2022
Q1 		$380K Sell
2,890
-541
-16% -$77.1K 0.01% 540
2021
Q4 		$548K Buy
3,431
+240
+8% +$36.6K 0.02% 428
2021
Q3 		$415K Buy
+3,191
New +$415K 0.01% 460
2021
Q2 		– Sell
-2,924
Closed -$333K – 881
2021
Q1 		$333K Sell
2,924
-701
-19% -$73.1K 0.01% 503
2020
Q4 		$309K Hold
3,625
– – 0.01% 496
2020
Q3 		$234K Buy
+3,625
New +$238K 0.01% 525
2020
Q1 		– Sell
-2,256
Closed -$336K – 477
2019
Q4 		$336K Buy
+2,256
New +$338K 0.02% 317

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Diversified Trust's SPG Position: Q2 2026 in Review

Diversified Trust reduced its Simon Property Group (SPG) stake by 19% in Q2 2026, selling an estimated $95.1K and leaving 2,005 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #793.

Diversified Trust first reported a position in SPG in Q4 2019 and has held it in 23 quarters since. The position peaked at $4.26M in Q1 2025. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Diversified Trust held 2,005 shares of Simon Property Group worth $448K as of Q2 2026.
  • Diversified Trust sold 462 Simon Property Group shares in Q2 2026, an estimated $95.1K.
  • Simon Property Group made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #793 holding.
  • Diversified Trust first reported a position in Simon Property Group in Q4 2019 and has held it in 23 quarters since.
  • Diversified Trust's Simon Property Group position peaked at $4.26M in Q1 2025.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.