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

Inspire 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 		$3.24M Hold
14,500
– – 0.45% 84
2026
Q1 		$2.7M Sell
14,500
-1,000
-6% -$191K 0.42% 87
2025
Q4 		$2.87M Hold
15,500
– – 0.47% 83
2025
Q3 		$2.91M Hold
15,500
– – 0.53% 79
2025
Q2 		$2.49M Buy
15,500
+1,500
+11% +$237K 0.51% 79
2025
Q1 		$2.33M Buy
14,000
+1,500
+12% +$262K 0.55% 79
2024
Q4 		$2.15M Hold
12,500
– – 0.55% 79
2024
Q3 		$2.11M Buy
12,500
+1,000
+9% +$158K 0.58% 71
2024
Q2 		$1.75M Buy
11,500
+3,880
+51% +$572K 0.58% 68
2024
Q1 		$1.19M Buy
7,620
+4,920
+182% +$721K 0.67% 58
2023
Q4 		$385K Buy
+2,700
New +$326K 0.4% 73

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 $3.38T AUM 44.17% 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

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

Inspire Trust Company held its Simon Property Group (SPG) position steady in Q2 2026 at 14,500 shares worth $3.24M. The position accounts for 0.45% of the portfolio, ranked #84.

Inspire Trust Company first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Inspire Trust Company held 14,500 shares of Simon Property Group worth $3.24M as of Q2 2026.
  • Inspire Trust Company left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.45% of Inspire Trust Company's portfolio in Q2 2026, its #84 holding.
  • Inspire Trust Company first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Inspire Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.