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 Q3	$379K	Buy	1,887 +9	+0.5%	+$1.96K	0.15%	95
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

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

First Bancorp's SPG Position: Q3 2026 in Review

First Bancorp increased its Simon Property Group (SPG) stake by 0.48% in Q3 2026, buying an estimated $1.96K and bringing the position to 1,887 shares worth $379K. The position accounts for 0.15% of the portfolio, ranked #95.

First Bancorp first reported a position in SPG in Q1 2021 and has held it in 15 quarters since. The position peaked at $420K in Q2 2026. 439 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

First Bancorp held 1,887 shares of Simon Property Group worth $379K as of Q3 2026.
First Bancorp bought 9 Simon Property Group shares in Q3 2026, an estimated $1.96K.
Simon Property Group made up 0.15% of First Bancorp's portfolio in Q3 2026, its #95 holding.
First Bancorp first reported a position in Simon Property Group in Q1 2021 and has held it in 15 quarters since.
First Bancorp's Simon Property Group position peaked at $420K in Q2 2026.
439 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on First Bancorp's 13F filing for Q3 2026, filed 26 Oct 2026.