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Cetera Trust Company’s Simon Property Group SPG Stock Holding History

Cetera Trust Company’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 		$372K Hold
1,665
– – 0.19% 99
2026
Q1 		$311K Sell
1,665
-200
-11% -$38.1K 0.18% 115
2025
Q4 		$345K Sell
1,865
-50
-3% -$9.08K 0.18% 97
2025
Q3 		$359K Hold
1,915
– – 0.2% 90
2025
Q2 		$308K Buy
1,915
+40
+2% +$6.32K 0.18% 102
2025
Q1 		$311K Hold
1,875
– – 0.2% 92
2024
Q4 		$323K Sell
1,875
-175
-9% -$30.7K 0.21% 86
2024
Q3 		$346K Sell
2,050
-25
-1% -$3.96K 0.21% 87
2024
Q2 		$315K Hold
2,075
– – 0.2% 87
2024
Q1 		$325K Hold
2,075
– – 0.2% 88
2023
Q4 		$296K Buy
+2,075
New +$251K 0.18% 98

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

Cetera Trust Company's SPG Position: Q2 2026 in Review

Cetera Trust Company held its Simon Property Group (SPG) position steady in Q2 2026 at 1,665 shares worth $372K. The position accounts for 0.19% of the portfolio, ranked #99.

Cetera Trust Company first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Cetera Trust Company held 1,665 shares of Simon Property Group worth $372K as of Q2 2026.
  • Cetera Trust Company left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.19% of Cetera Trust Company's portfolio in Q2 2026, its #99 holding.
  • Cetera Trust Company first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.