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

Heartland 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 Q1	$292K	Buy	1,566 +40	+3%	+$7.63K	0.07%	169
2025 Q4	$282K	Sell	1,526 -11	-0.7%	-$2K	0.12%	131
2025 Q3	$288K	Sell	1,537 -7	-0.5%	-$1.21K	0.12%	144
2025 Q2	$248K	Buy	+1,544	New	+$244K	0.12%	155
2022 Q4	–	Sell	-3,847	Closed	-$345K	–	152
2022 Q3	$345K	Buy	3,847 +53	+1%	+$5.42K	0.33%	95
2022 Q2	$360K	Sell	3,794 -39	-1%	-$4.47K	0.32%	101
2022 Q1	$504K	Sell	3,833 -124	-3%	-$17.7K	0.38%	91
2021 Q4	$632K	Sell	3,957 -50	-1%	-$7.63K	0.47%	61
2021 Q3	$521K	Buy	4,007 +234	+6%	+$30.5K	0.45%	68
2021 Q2	$492K	Buy	+3,773	New	+$469K	0.45%	65

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heartland Bank & Trust's SPG Position: Q1 2026 in Review

Heartland Bank & Trust increased its Simon Property Group (SPG) stake by 2.6% in Q1 2026, buying an estimated $7.63K and bringing the position to 1,566 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #169.

Heartland Bank & Trust first reported a position in SPG in Q2 2021 and has held it in 10 quarters since. The position peaked at $632K in Q4 2021. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Heartland Bank & Trust held 1,566 shares of Simon Property Group worth $292K as of Q1 2026.
Heartland Bank & Trust bought 40 Simon Property Group shares in Q1 2026, an estimated $7.63K.
Simon Property Group made up 0.07% of Heartland Bank & Trust's portfolio in Q1 2026, its #169 holding.
Heartland Bank & Trust first reported a position in Simon Property Group in Q2 2021 and has held it in 10 quarters since.
Heartland Bank & Trust's Simon Property Group position peaked at $632K in Q4 2021.
1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.