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 Q3	$123K	Hold	615	–	–	0.01%	385
2026 Q2	$138K	Buy	615 +600	+4,000%	+$123K	0.01%	371
2026 Q1	$2.8K	Hold	15	–	–	﹤0.01%	742
2025 Q4	$2.78K	Hold	15	–	–	﹤0.01%	718
2025 Q3	$2.82K	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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Caldwell Trust's SPG Position: Q3 2026 in Review

Caldwell Trust held its Simon Property Group (SPG) position steady in Q3 2026 at 615 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #385.

Caldwell Trust first reported a position in SPG in Q4 2019 and has held it in 15 quarters since. The position peaked at $138K in Q2 2026. 1,166 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Caldwell Trust held 615 shares of Simon Property Group worth $123K as of Q3 2026.
Caldwell Trust left its Simon Property Group share count unchanged in Q3 2026.
Simon Property Group made up 0.01% of Caldwell Trust's portfolio in Q3 2026, its #385 holding.
Caldwell Trust first reported a position in Simon Property Group in Q4 2019 and has held it in 15 quarters since.
Caldwell Trust's Simon Property Group position peaked at $138K in Q2 2026.
1,166 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.