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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Grove Bank & Trust's SPG Position: Q2 2026 in Review

Grove Bank & Trust reduced its Simon Property Group (SPG) stake by 6.1% in Q2 2026, selling an estimated $4.94K and leaving 369 shares worth $82.5K. The position accounts for 0.01% of the portfolio, ranked #371.

Grove Bank & Trust first reported a position in SPG in Q4 2016 and has held it in 19 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Grove Bank & Trust held 369 shares of Simon Property Group worth $82.5K as of Q2 2026.
  • Grove Bank & Trust sold 24 Simon Property Group shares in Q2 2026, an estimated $4.94K.
  • Simon Property Group made up 0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #371 holding.
  • Grove Bank & Trust first reported a position in Simon Property Group in Q4 2016 and has held it in 19 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.