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Dorsey & Whitney Trust’s Simon Property Group SPG Stock Holding History

Dorsey & Whitney 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 		$769K Sell
4,120
-187
-4% -$35.7K 0.04% 339
2025
Q4 		$797K Buy
4,307
+192
+5% +$34.9K 0.04% 333
2025
Q3 		$772K Sell
4,115
-211
-5% -$36.4K 0.04% 333
2025
Q2 		$695K Sell
4,326
-52
-1% -$8.22K 0.04% 351
2025
Q1 		$727K Buy
4,378
+288
+7% +$50.3K 0.04% 323
2024
Q4 		$704K Buy
4,090
+491
+14% +$86.2K 0.04% 323
2024
Q3 		$608K Buy
3,599
+105
+3% +$16.6K 0.03% 360
2024
Q2 		$530K Buy
3,494
+280
+9% +$41.2K 0.04% 338
2024
Q1 		$503K Buy
3,214
+27
+0.8% +$3.96K 0.03% 361
2023
Q4 		$455K Buy
3,187
+53
+2% +$6.41K 0.03% 363
2023
Q3 		$339K Buy
3,134
+588
+23% +$68.9K 0.03% 398
2023
Q2 		$294K Buy
2,546
+579
+29% +$63.1K 0.02% 448
2023
Q1 		$220K Sell
1,967
-146
-7% -$17.4K 0.02% 504
2022
Q4 		$246K Buy
+2,113
New +$235K 0.02% 468
2022
Q2 		– Sell
-1,978
Closed -$260K – 580
2022
Q1 		$260K Sell
1,978
-92
-4% -$13.1K 0.02% 467
2021
Q4 		$327K Buy
2,070
+393
+23% +$60K 0.03% 386
2021
Q3 		$218K Hold
1,677
– – 0.02% 489
2021
Q2 		$219K Buy
+1,677
New +$208K 0.02% 486
2017
Q2 		– Sell
-1,252
Closed -$215K – 352
2017
Q1 		$215K Buy
+1,252
New +$224K 0.04% 289

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

Dorsey & Whitney Trust's SPG Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its Simon Property Group (SPG) stake by 4.3% in Q1 2026, selling an estimated $35.7K and leaving 4,120 shares worth $769K. The position accounts for 0.04% of the portfolio, ranked #339.

Dorsey & Whitney Trust first reported a position in SPG in Q1 2017 and has held it in 19 quarters since. The position peaked at $797K in Q4 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Dorsey & Whitney Trust held 4,120 shares of Simon Property Group worth $769K as of Q1 2026.
  • Dorsey & Whitney Trust sold 187 Simon Property Group shares in Q1 2026, an estimated $35.7K.
  • Simon Property Group made up 0.04% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #339 holding.
  • Dorsey & Whitney Trust first reported a position in Simon Property Group in Q1 2017 and has held it in 19 quarters since.
  • Dorsey & Whitney Trust's Simon Property Group position peaked at $797K in Q4 2025.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.