Greenleaf Trust’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2M | Sell |
8,949
-395
| -4% | -$81.3K | 0.02% | 217 |
|
|
2026
Q1 | $1.74M | Buy |
9,344
+464
| +5% | +$88.5K | 0.02% | 220 |
|
|
2025
Q4 | $1.64M | Sell |
8,880
-141
| -2% | -$25.6K | 0.02% | 239 |
|
|
2025
Q3 | $1.69M | Sell |
9,021
-57
| -0.6% | -$9.84K | 0.02% | 232 |
|
|
2025
Q2 | $1.46M | Sell |
9,078
-826
| -8% | -$131K | 0.01% | 250 |
|
|
2025
Q1 | $1.64M | Sell |
9,904
-35
| -0.4% | -$6.12K | 0.02% | 230 |
|
|
2024
Q4 | $1.71M | Buy |
9,939
+203
| +2% | +$35.6K | 0.02% | 220 |
|
|
2024
Q3 | $1.65M | Buy |
9,736
+113
| +1% | +$17.9K | 0.01% | 231 |
|
|
2024
Q2 | $1.46M | Buy |
9,623
+131
| +1% | +$19.3K | 0.01% | 228 |
|
|
2024
Q1 | $1.49M | Sell |
9,492
-77
| -0.8% | -$11.3K | 0.01% | 228 |
|
|
2023
Q4 | $1.36M | Sell |
9,569
-491
| -5% | -$59.4K | 0.01% | 232 |
|
|
2023
Q3 | $1.09M | Buy |
10,060
+238
| +2% | +$27.9K | 0.01% | 258 |
|
|
2023
Q2 | $1.13M | Sell |
9,822
-292
| -3% | -$31.8K | 0.01% | 245 |
|
|
2023
Q1 | $1.13M | Buy |
10,114
+7
| +0.1% | +$836 | 0.01% | 254 |
|
|
2022
Q4 | $1.19M | Buy |
10,107
+2,270
| +29% | +$252K | 0.02% | 235 |
|
|
2022
Q3 | $703K | Buy |
7,837
+1,053
| +16% | +$108K | 0.01% | 307 |
|
|
2022
Q2 | $644K | Sell |
6,784
-219
| -3% | -$25.1K | 0.01% | 324 |
|
|
2022
Q1 | $921K | Buy |
7,003
+204
| +3% | +$29.1K | 0.01% | 267 |
|
|
2021
Q4 | $1.09M | Buy |
6,799
+142
| +2% | +$21.7K | 0.01% | 230 |
|
|
2021
Q3 | $865K | Buy |
6,657
+166
| +3% | +$21.6K | 0.01% | 252 |
|
|
2021
Q2 | $847K | Buy |
6,491
+259
| +4% | +$32.2K | 0.01% | 265 |
|
|
2021
Q1 | $709K | Buy |
6,232
+840
| +16% | +$87.6K | 0.01% | 286 |
|
|
2020
Q4 | $460K | Buy |
5,392
+606
| +13% | +$46.3K | 0.01% | 367 |
|
|
2020
Q3 | $310K | Sell |
4,786
-383
| -7% | -$25.1K | ﹤0.01% | 407 |
|
|
2020
Q2 | $353K | Buy |
+5,169
| New | +$324K | 0.01% | 369 |
|
|
2019
Q3 | – | Sell |
-2,715
| Closed | -$434K | – | 588 |
|
|
2019
Q2 | $434K | Sell |
2,715
-287
| -10% | -$49.4K | 0.01% | 312 |
|
|
2019
Q1 | $547K | Buy |
3,002
+159
| +6% | +$28.3K | 0.01% | 253 |
|
|
2018
Q4 | $478K | Buy |
2,843
+101
| +4% | +$18.1K | 0.01% | 264 |
|
|
2018
Q3 | $485K | Buy |
2,742
+226
| +9% | +$40K | 0.01% | 287 |
|
|
2018
Q2 | $428K | Buy |
2,516
+1,141
| +83% | +$182K | 0.01% | 307 |
|
|
2018
Q1 | $212K | Buy |
+1,375
| New | +$219K | ﹤0.01% | 419 |
|
|
2017
Q4 | – | Sell |
-17
| Closed | -$3K | – | 707 |
|
|
2017
Q3 | $3K | Buy |
+17
| New | +$2.71K | ﹤0.01% | 690 |
|
Other funds holding SPG
Greenleaf Trust's SPG Position: Q2 2026 in Review
Greenleaf Trust reduced its Simon Property Group (SPG) stake by 4.2% in Q2 2026, selling an estimated $81.3K and leaving 8,949 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #217.
Greenleaf Trust first reported a position in SPG in Q3 2017 and has held it in 32 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Greenleaf Trust held 8,949 shares of Simon Property Group worth $2M as of Q2 2026.
- Greenleaf Trust sold 395 Simon Property Group shares in Q2 2026, an estimated $81.3K.
- Simon Property Group made up 0.02% of Greenleaf Trust's portfolio in Q2 2026, its #217 holding.
- Greenleaf Trust first reported a position in Simon Property Group in Q3 2017 and has held it in 32 quarters since.
- 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.