Independence Bank of Kentucky’s Simon Property Group SPG Stock Holding History

Independence Bank of Kentucky’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	$3.35K	Sell	15 -10	-40%	-$2.06K	﹤0.01%	551
2026 Q1	$4.66K	Sell	25 -16	-39%	-$3.05K	﹤0.01%	560
2025 Q4	$7.59K	Buy	41 +16	+64%	+$2.91K	﹤0.01%	553
2025 Q3	$4.69K	Hold	25	–	–	﹤0.01%	586
2025 Q2	$4.02K	Hold	25	–	–	﹤0.01%	578
2025 Q1	$4.15K	Hold	25	–	–	﹤0.01%	568
2024 Q4	$4.3K	Sell	25 -15	-38%	-$2.63K	﹤0.01%	567
2024 Q3	$6.76K	Hold	40	–	–	﹤0.01%	511
2024 Q2	$6.07K	Hold	40	–	–	﹤0.01%	478
2024 Q1	$6.26K	Hold	40	–	–	﹤0.01%	464
2023 Q4	$5.71K	Hold	40	–	–	﹤0.01%	456
2023 Q3	$4.32K	Hold	40	–	–	﹤0.01%	439
2023 Q2	$4.62K	Hold	40	–	–	﹤0.01%	440
2023 Q1	$4.48K	Hold	40	–	–	﹤0.01%	391
2022 Q4	$5K	Hold	40	–	–	﹤0.01%	389
2022 Q3	$4K	Buy	40 +25	+167%	+$2.56K	﹤0.01%	385
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	418
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	403
2021 Q4	$2K	Hold	15	–	–	﹤0.01%	391
2021 Q3	$2K	Buy	+15	New	+$1.95K	﹤0.01%	388
2020 Q2	–	Sell	-425	Closed	-$23K	–	354
2020 Q1	$23K	Hold	425	–	–	0.02%	234
2019 Q4	$63K	Hold	425	–	–	0.04%	195
2019 Q3	$66K	Buy	+425	New	+$66.1K	0.05%	181

Other funds holding SPG

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Independence Bank of Kentucky's SPG Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Simon Property Group (SPG) stake by 40% in Q2 2026, selling an estimated $2.06K and leaving 15 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Independence Bank of Kentucky first reported a position in SPG in Q3 2019 and has held it in 23 quarters since. The position peaked at $66K in Q3 2019. 558 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Independence Bank of Kentucky held 15 shares of Simon Property Group worth $3.35K as of Q2 2026.
Independence Bank of Kentucky sold 10 Simon Property Group shares in Q2 2026, an estimated $2.06K.
Simon Property Group made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #551 holding.
Independence Bank of Kentucky first reported a position in Simon Property Group in Q3 2019 and has held it in 23 quarters since.
Independence Bank of Kentucky's Simon Property Group position peaked at $66K in Q3 2019.
558 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.