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Grove Bank & Trust’s Simon Property Group SPG Stock Holding History

Grove Bank & Trust’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 		$74.1K Hold
369
– – 0.01% 392
2026
Q2 		$82.5K Sell
369
-24
-6% -$4.94K 0.01% 371
2026
Q1 		$73.3K Buy
393
+8
+2% +$1.53K 0.01% 379
2025
Q4 		$71.3K Hold
385
– – 0.01% 380
2025
Q3 		$72.3K Sell
385
-23
-6% -$3.97K 0.01% 371
2025
Q2 		$65.6K Buy
408
+27
+7% +$4.27K 0.01% 395
2025
Q1 		$63.3K Buy
381
+266
+231% +$46.5K 0.01% 383
2024
Q4 		$19.8K Buy
115
+45
+64% +$7.9K ﹤0.01% 472
2024
Q3 		$11.8K Buy
70
+46
+192% +$7.28K ﹤0.01% 484
2024
Q2 		$3.64K Hold
24
– – ﹤0.01% 527
2024
Q1 		$3.76K Sell
24
-150
-86% -$22K ﹤0.01% 541
2023
Q4 		$24.8K Hold
174
– – ﹤0.01% 416
2023
Q3 		$18.8K Buy
174
+150
+625% +$17.6K ﹤0.01% 460
2023
Q2 		$2.77K Sell
24
-9
-27% -$980 ﹤0.01% 587
2023
Q1 		$3.69K Buy
33
+9
+38% +$1.07K ﹤0.01% 593
2022
Q4 		$3K Buy
+24
New +$2.67K ﹤0.01% 561
2017
Q4 		– Sell
-185
Closed -$30K – 562
2017
Q3 		$30K Buy
185
+32
+21% +$5.11K 0.01% 355
2017
Q2 		$25K Buy
153
+84
+122% +$13.7K 0.02% 352
2017
Q1 		$12K Hold
69
– – 0.01% 332
2016
Q4 		$12K Buy
+69
New +$12.8K 0.01% 360

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Grove Bank & Trust's SPG Position: Q3 2026 in Review

Grove Bank & Trust held its Simon Property Group (SPG) position steady in Q3 2026 at 369 shares worth $74.1K. The position accounts for 0.01% of the portfolio, ranked #392.

Grove Bank & Trust first reported a position in SPG in Q4 2016 and has held it in 20 quarters since. The position peaked at $82.5K in Q2 2026. 43 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Grove Bank & Trust held 369 shares of Simon Property Group worth $74.1K as of Q3 2026.
  • Grove Bank & Trust left its Simon Property Group share count unchanged in Q3 2026.
  • Simon Property Group made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #392 holding.
  • Grove Bank & Trust first reported a position in Simon Property Group in Q4 2016 and has held it in 20 quarters since.
  • Grove Bank & Trust's Simon Property Group position peaked at $82.5K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.