AMG National Trust Bank’s Simon Property Group SPG Stock Holding History

AMG National Trust Bank’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
2025 Q4	–	Sell	-1,255	Closed	-$236K	–	478
2025 Q3	$236K	Sell	1,255 -355	-22%	-$61.3K	0.01%	425
2025 Q2	$259K	Sell	1,610 -710	-31%	-$112K	0.01%	404
2025 Q1	$385K	Buy	2,320 +475	+26%	+$83K	0.01%	353
2024 Q4	$318K	Buy	+1,845	New	+$324K	0.01%	386
2024 Q2	–	Sell	-15,572	Closed	-$2.44M	–	457
2024 Q1	$2.44M	Sell	15,572 -7,550	-33%	-$1.11M	0.07%	174
2023 Q4	$3.3M	Buy	23,122 +107	+0.5%	+$12.9K	0.1%	134
2023 Q3	$2.49M	Sell	23,015 -516	-2%	-$60.4K	0.09%	151
2023 Q2	$2.72M	Buy	23,531 +2,160	+10%	+$235K	0.09%	144
2023 Q1	$2.39M	Buy	+21,371	New	+$2.55M	0.08%	155
2013 Q3	–	Sell	-2,230	Closed	-$331K	–	230
2013 Q2	$331K	Buy	+2,230	New	+$358K	0.04%	178

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AMG National Trust Bank's SPG Position: Q4 2025 in Review

AMG National Trust Bank sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 1,255 shares — an estimated $236K sold.

AMG National Trust Bank first reported a position in SPG in Q2 2013 and held it in 10 quarters. The position peaked at $3.3M in Q4 2023. 1,287 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

AMG National Trust Bank reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
AMG National Trust Bank sold 1,255 Simon Property Group shares in Q4 2025, an estimated $236K.
AMG National Trust Bank first reported a position in Simon Property Group in Q2 2013 and held it in 10 quarters.
AMG National Trust Bank's Simon Property Group position peaked at $3.3M in Q4 2023.
1,287 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on AMG National Trust Bank's 13F filing for Q4 2025, filed 30 Jan 2026.