Colonial Trust Advisors’s Simon Property Group SPG Stock Holding History

Colonial Trust Advisors’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	$11.2K	Hold	50	–	–	﹤0.01%	565
2026 Q1	$9.33K	Hold	50	–	–	﹤0.01%	542
2025 Q4	$9.26K	Hold	50	–	–	﹤0.01%	522
2025 Q3	$9.38K	Hold	50	–	–	﹤0.01%	504
2025 Q2	$8.04K	Hold	50	–	–	﹤0.01%	538
2025 Q1	$8.3K	Hold	50	–	–	﹤0.01%	516
2024 Q4	$8.61K	Hold	50	–	–	﹤0.01%	501
2024 Q3	$8.45K	Hold	50	–	–	﹤0.01%	554
2024 Q2	$7.59K	Sell	50 -17	-25%	-$2.5K	﹤0.01%	558
2024 Q1	$10.5K	Sell	67 -17	-20%	-$2.49K	﹤0.01%	587
2023 Q4	$12K	Hold	84	–	–	﹤0.01%	483
2023 Q3	$9.07K	Hold	84	–	–	﹤0.01%	528
2023 Q2	$9.7K	Hold	84	–	–	﹤0.01%	528
2023 Q1	$9.4K	Sell	84 -1	-1%	-$119	﹤0.01%	525
2022 Q4	$9.99K	Buy	+85	New	+$9.45K	﹤0.01%	516

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

Colonial Trust Advisors's SPG Position: Q2 2026 in Review

Colonial Trust Advisors held its Simon Property Group (SPG) position steady in Q2 2026 at 50 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Colonial Trust Advisors first reported a position in SPG in Q4 2022 and has held it in 15 quarters since. The position peaked at $12K in Q4 2023. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Colonial Trust Advisors held 50 shares of Simon Property Group worth $11.2K as of Q2 2026.
Colonial Trust Advisors left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #565 holding.
Colonial Trust Advisors first reported a position in Simon Property Group in Q4 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's Simon Property Group position peaked at $12K in Q4 2023.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.