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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
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

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

Arlington Trust's SPG Position: Q2 2026 in Review

Arlington Trust held its Simon Property Group (SPG) position steady in Q2 2026 at 154 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Arlington Trust first reported a position in SPG in Q3 2023 and has held it in 11 quarters since. The position peaked at $43.7K in Q3 2025. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Arlington Trust held 154 shares of Simon Property Group worth $34.4K as of Q2 2026.
  • Arlington Trust left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #313 holding.
  • Arlington Trust first reported a position in Simon Property Group in Q3 2023 and has held it in 11 quarters since.
  • Arlington Trust's Simon Property Group position peaked at $43.7K in Q3 2025.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.