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Blue Trust Inc’s Simon Property Group SPG Stock Holding History

Blue Trust Inc’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 		$279K Sell
1,247
-120
-9% -$24.7K ﹤0.01% 680
2026
Q1 		$255K Buy
1,367
+48
+4% +$9.15K ﹤0.01% 696
2025
Q4 		$244K Sell
1,319
-125
-9% -$22.7K ﹤0.01% 717
2025
Q3 		$271K Sell
1,444
-89
-6% -$15.4K ﹤0.01% 695
2025
Q2 		$246K Sell
1,533
-110
-7% -$17.4K ﹤0.01% 689
2025
Q1 		$273K Buy
1,643
+362
+28% +$63.3K ﹤0.01% 598
2024
Q4 		$221K Sell
1,281
-3,057
-70% -$537K ﹤0.01% 610
2024
Q3 		$659K Buy
4,338
+2,954
+213% +$468K 0.01% 367
2024
Q2 		$217K Buy
1,384
+1,134
+454% +$167K ﹤0.01% 678
2024
Q1 		$39.1K Sell
250
-517
-67% -$75.8K ﹤0.01% 998
2023
Q4 		$82K Buy
767
+331
+76% +$40K ﹤0.01% 760
2023
Q3 		$50K Buy
436
+53
+14% +$6.21K ﹤0.01% 851
2023
Q2 		$43K Sell
383
-197
-34% -$21.5K ﹤0.01% 747
2023
Q1 		$68K Sell
580
-163
-22% -$19.5K ﹤0.01% 904
2022
Q4 		$67K Buy
743
+391
+111% +$43.5K ﹤0.01% 809
2022
Q3 		$33K Buy
352
+262
+291% +$26.8K ﹤0.01% 904
2022
Q2 		$12K Buy
+90
New +$10.3K ﹤0.01% 1155

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

Blue Trust Inc's SPG Position: Q2 2026 in Review

Blue Trust Inc reduced its Simon Property Group (SPG) stake by 8.8% in Q2 2026, selling an estimated $24.7K and leaving 1,247 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Blue Trust Inc first reported a position in SPG in Q2 2022 and has held it in 17 quarters since. The position peaked at $659K in Q3 2024. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Blue Trust Inc held 1,247 shares of Simon Property Group worth $279K as of Q2 2026.
  • Blue Trust Inc sold 120 Simon Property Group shares in Q2 2026, an estimated $24.7K.
  • Simon Property Group made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #680 holding.
  • Blue Trust Inc first reported a position in Simon Property Group in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Simon Property Group position peaked at $659K in Q3 2024.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.