Arlington Trust’s Simon Property Group SPG Stock Holding History

Arlington 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 Q3	$96K	Buy	478 +324	+210%	+$70.5K	0.01%	224
2026 Q2	$34.4K	Hold	154	–	–	﹤0.01%	313
2026 Q1	$28.7K	Buy	+154	New	+$29.4K	﹤0.01%	289
2025 Q4	–	Sell	-233	Closed	-$43.7K	–	604
2025 Q3	$43.7K	Hold	233	–	–	0.01%	373
2025 Q2	$37.5K	Hold	233	–	–	0.01%	385
2025 Q1	$38.7K	Hold	233	–	–	0.01%	385
2024 Q4	$40.1K	Hold	233	–	–	0.01%	365
2024 Q3	$39.4K	Hold	233	–	–	0.01%	354
2024 Q2	$35.4K	Hold	233	–	–	0.01%	359
2024 Q1	$36.5K	Sell	233 -26	-10%	-$3.81K	0.01%	302
2023 Q4	$36.9K	Buy	259 +26	+11%	+$3.14K	0.01%	306
2023 Q3	$25.2K	Buy	+233	New	+$27.3K	0.01%	169

Other funds holding SPG

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Arlington Trust's SPG Position: Q3 2026 in Review

Arlington Trust increased its Simon Property Group (SPG) stake by 210% in Q3 2026, buying an estimated $70.5K and bringing the position to 478 shares worth $96K. The position accounts for 0.01% of the portfolio, ranked #224.

Arlington Trust first reported a position in SPG in Q3 2023 and has held it in 12 quarters since. 255 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Arlington Trust held 478 shares of Simon Property Group worth $96K as of Q3 2026.
Arlington Trust bought 324 Simon Property Group shares in Q3 2026, an estimated $70.5K.
Simon Property Group made up 0.01% of Arlington Trust's portfolio in Q3 2026, its #224 holding.
Arlington Trust first reported a position in Simon Property Group in Q3 2023 and has held it in 12 quarters since.
255 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.