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Livermore
Livermore
ZHEN

Diversified Trust Co

SEC CIK
0001479844
Latest filing
Jul 17, 2026

SPG holding history

Simon Property Group Inc. in every 13F filed by Diversified Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
2,005
Value
$448.4K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of SPG by Diversified Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,005$448.4K<0.1%−462−18.7%ReducedHolders
Q1 20262,467$460.2K<0.1%−10,404−80.8%ReducedHolders
Q4 202512,871$2.38M<0.1%−3,499−21.4%ReducedHolders
Q3 202516,370$3.07M0.1%−4,393−21.2%ReducedHolders
Q2 202520,763$3.34M0.1%−4,873−19.0%ReducedHolders
Q1 202525,636$4.26M0.1%+8,317+48.0%AddedHolders
Q4 202417,319$2.98M0.1%+6,840+65.3%AddedHolders
Q3 202410,479$1.77M<0.1%+3,410+48.2%AddedHolders
Q2 20247,069$1.07M<0.1%−3,783−34.9%ReducedHolders
Q1 202410,852$1.70M0.1%+6,153+130.9%AddedHolders
Q4 20234,699$670.3K<0.1%+4,699NewHolders
Q3 20230$00.0%−4,457−100.0%Sold outHolders
Q2 20234,457$514.7K<0.1%+2,266+103.4%AddedHolders
Q1 20232,191$245.3K<0.1%−4,546−67.5%ReducedHolders
Q4 20226,737$791.0K<0.1%−75−1.1%ReducedHolders
Q3 20226,812$611.0K<0.1%+720+11.8%AddedHolders
Q2 20226,092$578.0K<0.1%+3,202+110.8%AddedHolders
Q1 20222,890$380.0K<0.1%−541−15.8%ReducedHolders
Q4 20213,431$548.0K<0.1%+240+7.5%AddedHolders
Q3 20213,191$415.0K<0.1%+3,191NewHolders
Q2 20210$00.0%−2,924−100.0%Sold outHolders
Q1 20212,924$333.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.