First Bancorp’s Simon Property Group SPG Stock Holding History

First Bancorp’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	$420K	Hold	1,878	–	–	0.17%	92
2026 Q1	$350K	Hold	1,878	–	–	0.17%	96
2025 Q4	$348K	Hold	1,878	–	–	0.18%	98
2025 Q3	$352K	Buy	1,878 +350	+23%	+$60.4K	0.19%	100
2025 Q2	$246K	Sell	1,528 -3	-0.2%	-$474	0.14%	115
2025 Q1	$254K	Hold	1,531	–	–	0.17%	111
2024 Q4	$264K	Buy	1,531 +3	+0.2%	+$527	0.18%	105
2024 Q3	$258K	Hold	1,528	–	–	0.18%	106
2024 Q2	$232K	Hold	1,528	–	–	0.17%	110
2024 Q1	$239K	Hold	1,528	–	–	0.18%	103
2023 Q4	$218K	Buy	+1,528	New	+$185K	0.17%	106
2022 Q2	–	Sell	-2,020	Closed	-$266K	–	114
2022 Q1	$266K	Buy	2,020 +550	+37%	+$78.4K	0.24%	85
2021 Q4	$235K	Buy	+1,470	New	+$224K	0.2%	92
2021 Q1	$216K	Buy	+1,905	New	+$199K	0.21%	98

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

First Bancorp's SPG Position: Q2 2026 in Review

First Bancorp held its Simon Property Group (SPG) position steady in Q2 2026 at 1,878 shares worth $420K. The position accounts for 0.17% of the portfolio, ranked #92.

First Bancorp first reported a position in SPG in Q1 2021 and has held it in 14 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

First Bancorp held 1,878 shares of Simon Property Group worth $420K as of Q2 2026.
First Bancorp left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.17% of First Bancorp's portfolio in Q2 2026, its #92 holding.
First Bancorp first reported a position in Simon Property Group in Q1 2021 and has held it in 14 quarters since.
1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on First Bancorp's 13F filing for Q2 2026, filed 11 Aug 2026.