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Haverford Trust Company’s Simon Property Group SPG Stock Holding History

Haverford Trust Company’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 		$243K Sell
1,087
-84
-7% -$17.3K ﹤0.01% 387
2026
Q1 		$218K Hold
1,171
– – ﹤0.01% 402
2025
Q4 		$217K Buy
1,171
+12
+1% +$2.18K ﹤0.01% 397
2025
Q3 		$218K Buy
+1,159
New +$200K ﹤0.01% 383

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

Haverford Trust Company's SPG Position: Q2 2026 in Review

Haverford Trust Company reduced its Simon Property Group (SPG) stake by 7.2% in Q2 2026, selling an estimated $17.3K and leaving 1,087 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Haverford Trust Company first reported a position in SPG in Q3 2025 and has held it in 4 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Haverford Trust Company held 1,087 shares of Simon Property Group worth $243K as of Q2 2026.
  • Haverford Trust Company sold 84 Simon Property Group shares in Q2 2026, an estimated $17.3K.
  • Simon Property Group made up ﹤0.01% of Haverford Trust Company's portfolio in Q2 2026, its #387 holding.
  • Haverford Trust Company first reported a position in Simon Property Group in Q3 2025 and has held it in 4 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.