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Caldwell Trust’s Simon Property Group SPG Stock Holding History

Caldwell 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
Q1 		$2.8K Hold
15
– – ﹤0.01% 742
2025
Q4 		$2.78K Hold
15
– – ﹤0.01% 718
2025
Q3 		$2.81K Hold
15
– – ﹤0.01% 713
2025
Q2 		$2.41K Hold
15
– – ﹤0.01% 716
2025
Q1 		$2.49K Buy
+15
New +$2.62K ﹤0.01% 722
2023
Q3 		– Sell
-40
Closed -$4.62K – 750
2023
Q2 		$4.62K Buy
+40
New +$4.36K ﹤0.01% 674
2021
Q3 		– Sell
-22
Closed -$2.87K – 752
2021
Q2 		$2.87K Hold
22
– – ﹤0.01% 704
2021
Q1 		$2.5K Hold
22
– – ﹤0.01% 692
2020
Q4 		$1.88K Sell
22
-181
-89% -$13.8K ﹤0.01% 702
2020
Q3 		$13.1K Sell
203
-144
-41% -$9.44K ﹤0.01% 578
2020
Q2 		$23.7K Sell
347
-127
-27% -$7.97K ﹤0.01% 526
2020
Q1 		$26K Hold
474
– – ﹤0.01% 508
2019
Q4 		$70.6K Buy
+474
New +$71.1K 0.01% 409

Other funds holding SPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return