Farmers & Merchants Investments Inc’s Simon Property Group SPG Stock Holding History

Farmers & Merchants Investments Inc’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	$122K	Hold	546	–	–	﹤0.01%	362
2026 Q1	$102K	Hold	546	–	–	﹤0.01%	370
2025 Q4	$101K	Buy	546 +3	+0.6%	+$545	﹤0.01%	361
2025 Q3	$102K	Sell	543 -25	-4%	-$4.32K	﹤0.01%	360
2025 Q2	$91.3K	Sell	568 -30	-5%	-$4.74K	﹤0.01%	373
2025 Q1	$99.3K	Hold	598	–	–	﹤0.01%	372
2024 Q4	$103K	Hold	598	–	–	﹤0.01%	379
2024 Q3	$101K	Hold	598	–	–	﹤0.01%	385
2024 Q2	$90.8K	Hold	598	–	–	﹤0.01%	381
2024 Q1	$93.6K	Hold	598	–	–	﹤0.01%	357
2023 Q4	$85.3K	Hold	598	–	–	﹤0.01%	353
2023 Q3	$64.6K	Hold	598	–	–	﹤0.01%	367
2023 Q2	$69.1K	Hold	598	–	–	﹤0.01%	369
2023 Q1	$67K	Hold	598	–	–	﹤0.01%	371
2022 Q4	$70.3K	Hold	598	–	–	﹤0.01%	367
2022 Q3	$54K	Sell	598 -26	-4%	-$2.66K	﹤0.01%	401
2022 Q2	$59K	Hold	624	–	–	﹤0.01%	395
2022 Q1	$82K	Sell	624 -58	-9%	-$8.26K	﹤0.01%	370
2021 Q4	$109K	Sell	682 -160	-19%	-$24.4K	﹤0.01%	346
2021 Q3	$109K	Buy	842 +352	+72%	+$45.8K	﹤0.01%	329
2021 Q2	$64K	Buy	490 +11	+2%	+$1.37K	﹤0.01%	336
2021 Q1	$54K	Hold	479	–	–	﹤0.01%	331
2020 Q4	$41K	Hold	479	–	–	﹤0.01%	353
2020 Q3	$31K	Hold	479	–	–	﹤0.01%	371
2020 Q2	$33K	Sell	479 -117	-20%	-$7.34K	﹤0.01%	353
2020 Q1	$33K	Buy	596 +124	+26%	+$14.8K	﹤0.01%	326
2019 Q4	$70K	Buy	472 +4	+0.9%	+$600	﹤0.01%	287
2019 Q3	$73K	Hold	468	–	–	﹤0.01%	285
2019 Q2	$75K	Sell	468 -173	-27%	-$29.8K	﹤0.01%	288
2019 Q1	$117K	Buy	641 +2	+0.3%	+$355	0.01%	255
2018 Q4	$107K	Hold	639	–	–	0.01%	250
2018 Q3	$113K	Buy	639 +10	+2%	+$1.77K	0.01%	258
2018 Q2	$107K	Hold	629	–	–	0.01%	266
2018 Q1	$97K	Hold	629	–	–	0.01%	272
2017 Q4	$108K	Sell	629 -9	-1%	-$1.46K	0.01%	271
2017 Q3	$103K	Sell	638 -5	-0.8%	-$799	0.01%	270
2017 Q2	$104K	Hold	643	–	–	0.01%	271
2017 Q1	$111K	Buy	643 +50	+8%	+$8.93K	0.01%	263
2016 Q4	$105K	Hold	593	–	–	0.01%	285
2016 Q3	$123K	Hold	593	–	–	0.01%	237
2016 Q2	$129K	Hold	593	–	–	0.01%	223
2016 Q1	$123K	Sell	593 -6	-1%	-$1.15K	0.01%	225
2015 Q4	$116K	Sell	599 -69	-10%	-$13.4K	0.01%	242
2015 Q3	$123K	Hold	668	–	–	0.02%	226
2015 Q2	$116K	Hold	668	–	–	0.01%	229
2015 Q1	$131K	Buy	668 +93	+16%	+$18K	0.02%	223
2014 Q4	$105K	Hold	575	–	–	0.01%	229
2014 Q3	$95K	Hold	575	–	–	0.01%	230
2014 Q2	$96K	Sell	575 -36	-6%	-$5.88K	0.01%	235
2014 Q1	$94K	Hold	611	–	–	0.01%	233
2013 Q4	$87K	Hold	611	–	–	0.01%	246
2013 Q3	$85K	Hold	611	–	–	0.01%	247
2013 Q2	$91K	Buy	+611	New	+$98K	0.01%	245

Other funds holding SPG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Farmers & Merchants Investments Inc's SPG Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Simon Property Group (SPG) position steady in Q2 2026 at 546 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Farmers & Merchants Investments Inc first reported a position in SPG in Q2 2013 and has held it in 53 quarters since. The position peaked at $131K in Q1 2015. 777 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Farmers & Merchants Investments Inc held 546 shares of Simon Property Group worth $122K as of Q2 2026.
Farmers & Merchants Investments Inc left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #362 holding.
Farmers & Merchants Investments Inc first reported a position in Simon Property Group in Q2 2013 and has held it in 53 quarters since.
Farmers & Merchants Investments Inc's Simon Property Group position peaked at $131K in Q1 2015.
777 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.