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 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	$2.81K	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Trust's SPG Position: Q2 2026 in Review

Caldwell Trust increased its Simon Property Group (SPG) stake by 4,000% in Q2 2026, buying an estimated $123K and bringing the position to 615 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #371.

Caldwell Trust first reported a position in SPG in Q4 2019 and has held it in 14 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Caldwell Trust held 615 shares of Simon Property Group worth $138K as of Q2 2026.
Caldwell Trust bought 600 Simon Property Group shares in Q2 2026, an estimated $123K.
Simon Property Group made up 0.01% of Caldwell Trust's portfolio in Q2 2026, its #371 holding.
Caldwell Trust first reported a position in Simon Property Group in Q4 2019 and has held it in 14 quarters since.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.