Colonial Trust’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$68K Sell
301
-18
-6% -$3.7K 0.01% 461
2026
Q1
$58.9K Buy
319
+3
+0.9% +$572 0.01% 504
2025
Q4
$58.7K Sell
316
-2
-0.6% -$363 0.01% 522
2025
Q3
$59.4K Buy
318
+65
+26% +$11.2K 0.01% 518
2025
Q2
$40.7K Buy
253
+83
+49% +$13.1K 0.01% 575
2025
Q1
$27.9K Sell
170
-39
-19% -$6.82K ﹤0.01% 631
2024
Q4
$36.4K Buy
209
+57
+38% +$10K 0.01% 642
2024
Q3
$24.6K Sell
152
-10
-6% -$1.58K ﹤0.01% 676
2024
Q2
$24.5K Buy
+162
New +$23.9K ﹤0.01% 628
2023
Q4
Sell
-40
Closed -$4.83K 1004
2023
Q3
$4.32K Buy
+40
New +$4.68K ﹤0.01% 807

Other funds holding SPG

Colonial Trust's SPG Position: Q2 2026 in Review

Colonial Trust reduced its Simon Property Group (SPG) stake by 5.6% in Q2 2026, selling an estimated $3.7K and leaving 301 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #461.

Colonial Trust first reported a position in SPG in Q3 2023 and has held it in 10 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Colonial Trust held 301 shares of Simon Property Group worth $68K as of Q2 2026.
  • Colonial Trust sold 18 Simon Property Group shares in Q2 2026, an estimated $3.7K.
  • Simon Property Group made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #461 holding.
  • Colonial Trust first reported a position in Simon Property Group in Q3 2023 and has held it in 10 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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