ESL Trust Services’s Simon Property Group SPG Stock Holding History

ESL Trust Services’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
2025 Q4	–	Sell	-18	Closed	-$3.38K	–	317
2025 Q3	$3.38K	Buy	+18	New	+$3.11K	﹤0.01%	246

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ESL Trust Services's SPG Position: Q4 2025 in Review

ESL Trust Services sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 18 shares — an estimated $3.38K sold.

ESL Trust Services first reported a position in SPG in Q3 2025 and held it in 1 quarter. The position peaked at $3.38K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

ESL Trust Services reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
ESL Trust Services sold 18 Simon Property Group shares in Q4 2025, an estimated $3.38K.
ESL Trust Services first reported a position in Simon Property Group in Q3 2025 and held it in 1 quarter.
ESL Trust Services's Simon Property Group position peaked at $3.38K in Q3 2025.
1,290 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on ESL Trust Services's 13F filing for Q4 2025, filed 10 Feb 2026.