Chevy Chase Trust
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Chevy Chase Trust’s Simon Property Group SPG Stock Holding History

Chevy Chase 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 		$29.9M Sell
160,478
-5,237
-3% -$999K 0.09% 202
2025
Q4 		$30.7M Sell
165,715
-1,095
-0.7% -$199K 0.08% 196
2025
Q3 		$31.3M Buy
166,810
+4,505
+3% +$778K 0.09% 195
2025
Q2 		$26.1M Buy
162,305
+968
+0.6% +$153K 0.08% 223
2025
Q1 		$26.8M Sell
161,337
-202
-0.1% -$35.3K 0.09% 204
2024
Q4 		$27.8M Sell
161,539
-3,385
-2% -$594K 0.08% 203
2024
Q3 		$27.9M Sell
164,924
-13,246
-7% -$2.1M 0.09% 198
2024
Q2 		$27M Sell
178,170
-2,619
-1% -$386K 0.09% 195
2024
Q1 		$28.3M Sell
180,789
-10,640
-6% -$1.56M 0.09% 192
2023
Q4 		$27.3M Buy
191,429
+7,324
+4% +$885K 0.1% 187
2023
Q3 		$19.9M Sell
184,105
-4,194
-2% -$491K 0.08% 233
2023
Q2 		$21.7M Sell
188,299
-1,896
-1% -$207K 0.08% 228
2023
Q1 		$21.3M Buy
190,195
+1,950
+1% +$233K 0.08% 228
2022
Q4 		$22.1M Sell
188,245
-12,604
-6% -$1.4M 0.09% 214
2022
Q3 		$18M Buy
200,849
+1,597
+0.8% +$163K 0.08% 241
2022
Q2 		$18.9M Buy
199,252
+707
+0.4% +$81K 0.08% 234
2022
Q1 		$26.1M Buy
198,545
+1,282
+0.6% +$183K 0.09% 202
2021
Q4 		$31.5M Sell
197,263
-4,690
-2% -$716K 0.1% 181
2021
Q3 		$26.2M Sell
201,953
-7,581
-4% -$987K 0.09% 200
2021
Q2 		$27.3M Sell
209,534
-11,127
-5% -$1.38M 0.09% 195
2021
Q1 		$25.1M Sell
220,661
-15,560
-7% -$1.62M 0.09% 214
2020
Q4 		$20.1M Buy
236,221
+9,210
+4% +$703K 0.07% 259
2020
Q3 		$14.7M Sell
227,011
-19,212
-8% -$1.26M 0.06% 293
2020
Q2 		$16.8M Sell
246,223
-14,815
-6% -$929K 0.07% 269
2020
Q1 		$14.3M Buy
261,038
+4,208
+2% +$503K 0.07% 272
2019
Q4 		$38.3M Sell
256,830
-797
-0.3% -$119K 0.14% 155
2019
Q3 		$40.1M Sell
257,627
-708
-0.3% -$110K 0.16% 140
2019
Q2 		$41.3M Buy
258,335
+285
+0.1% +$49.1K 0.17% 134
2019
Q1 		$44.9M Buy
258,050
+3,151
+1% +$560K 0.19% 121
2018
Q4 		$42.8M Buy
254,899
+667
+0.3% +$119K 0.21% 111
2018
Q3 		$44.9M Sell
254,232
-6,798
-3% -$1.2M 0.19% 126
2018
Q2 		$44.4M Sell
261,030
-2,363
-0.9% -$376K 0.19% 121
2018
Q1 		$40.7M Sell
263,393
-6,273
-2% -$998K 0.18% 133
2017
Q4 		$46.3M Sell
269,666
-1,826
-0.7% -$297K 0.2% 123
2017
Q3 		$43.7M Buy
271,492
+1,800
+0.7% +$287K 0.2% 127
2017
Q2 		$43.6M Sell
269,692
-6,732
-2% -$1.1M 0.21% 122
2017
Q1 		$47.6M Buy
276,424
+13,133
+5% +$2.35M 0.23% 105
2016
Q4 		$46.8M Buy
263,291
+363
+0.1% +$67.4K 0.25% 98
2016
Q3 		$54.4M Sell
262,928
-2,104
-0.8% -$456K 0.3% 81
2016
Q2 		$57.5M Buy
265,032
+3,238
+1% +$661K 0.32% 72
2016
Q1 		$54.4M Buy
261,794
+6,017
+2% +$1.16M 0.31% 75
2015
Q4 		$49.7M Buy
255,777
+1,723
+0.7% +$334K 0.29% 80
2015
Q3 		$46.7M Buy
254,054
+7,353
+3% +$1.35M 0.29% 82
2015
Q2 		$42.7M Buy
246,701
+3,449
+1% +$634K 0.26% 95
2015
Q1 		$47.6M Buy
243,252
+8,538
+4% +$1.65M 0.29% 86
2014
Q4 		$42.7M Sell
234,714
-2,184
-0.9% -$387K 0.27% 99
2014
Q3 		$39M Buy
236,898
+14,382
+6% +$2.42M 0.25% 101
2014
Q2 		$37M Sell
222,516
-21,230
-9% -$3.47M 0.26% 95
2014
Q1 		$37.6M Buy
243,746
+3,212
+1% +$478K 0.27% 89
2013
Q4 		$34.4M Buy
240,534
+3,193
+1% +$460K 0.25% 95
2013
Q3 		$33.1M Buy
237,341
+5,463
+2% +$793K 0.27% 91
2013
Q2 		$34.4M Buy
+231,878
New +$37.2M 0.3% 78

Other funds holding SPG

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

Chevy Chase Trust's SPG Position: Q1 2026 in Review

Chevy Chase Trust reduced its Simon Property Group (SPG) stake by 3.2% in Q1 2026, selling an estimated $999K and leaving 160,478 shares worth $29.9M. The position accounts for 0.09% of the portfolio, ranked #202.

Chevy Chase Trust first reported a position in SPG in Q2 2013 and has held it in 52 quarters since. The position peaked at $57.5M in Q2 2016. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Chevy Chase Trust held 160,478 shares of Simon Property Group worth $29.9M as of Q1 2026.
  • Chevy Chase Trust sold 5,237 Simon Property Group shares in Q1 2026, an estimated $999K.
  • Simon Property Group made up 0.09% of Chevy Chase Trust's portfolio in Q1 2026, its #202 holding.
  • Chevy Chase Trust first reported a position in Simon Property Group in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's Simon Property Group position peaked at $57.5M in Q2 2016.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.