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Indiana Trust & Investment Management’s Simon Property Group SPG Stock Holding History

Indiana Trust & Investment Management’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 		$87.2K Hold
390
– – 0.02% 247
2026
Q1 		$72.7K Hold
390
– – 0.02% 259
2025
Q4 		$72.2K Hold
390
– – 0.02% 255
2025
Q3 		$73.2K Hold
390
– – 0.02% 259
2025
Q2 		$62.7K Buy
390
+125
+47% +$19.8K 0.02% 271
2025
Q1 		$44K Hold
265
– – 0.02% 302
2024
Q4 		$45.6K Hold
265
– – 0.02% 296
2024
Q3 		$44.8K Hold
265
– – 0.02% 307
2024
Q2 		$40.2K Hold
265
– – 0.01% 301
2024
Q1 		$41.5K Buy
+265
New +$38.9K 0.02% 294

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

Indiana Trust & Investment Management's SPG Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Simon Property Group (SPG) position steady in Q2 2026 at 390 shares worth $87.2K. The position accounts for 0.02% of the portfolio, ranked #247.

Indiana Trust & Investment Management first reported a position in SPG in Q1 2024 and has held it in 10 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Indiana Trust & Investment Management held 390 shares of Simon Property Group worth $87.2K as of Q2 2026.
  • Indiana Trust & Investment Management left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.02% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #247 holding.
  • Indiana Trust & Investment Management first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.