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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Trust Company's SPG Position: Q1 2026 in Review

Cetera Trust Company reduced its Simon Property Group (SPG) stake by 11% in Q1 2026, selling an estimated $38.1K and leaving 1,665 shares worth $311K. The position accounts for 0.18% of the portfolio, ranked #115.

Cetera Trust Company first reported a position in SPG in Q4 2023 and has held it in 10 quarters since. The position peaked at $359K in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Cetera Trust Company held 1,665 shares of Simon Property Group worth $311K as of Q1 2026.
Cetera Trust Company sold 200 Simon Property Group shares in Q1 2026, an estimated $38.1K.
Simon Property Group made up 0.18% of Cetera Trust Company's portfolio in Q1 2026, its #115 holding.
Cetera Trust Company first reported a position in Simon Property Group in Q4 2023 and has held it in 10 quarters since.
Cetera Trust Company's Simon Property Group position peaked at $359K in Q3 2025.
1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.