Loring Wolcott & Coolidge Fiduciary Advisors’s Simon Property Group SPG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$1.18M	Hold	5,279	–	–	0.01%	161
2026 Q1	$1.06M	Hold	5,279	–	–	0.01%	161
2025 Q4	$974K	Hold	5,279	–	–	0.01%	172
2025 Q3	$943K	Hold	5,279	–	–	0.01%	178
2025 Q2	$849K	Hold	5,279	–	–	0.01%	166
2025 Q1	$809K	Hold	5,279	–	–	0.01%	170
2024 Q4	$933K	Hold	5,279	–	–	0.01%	172
2024 Q3	$915K	Hold	5,279	–	–	0.01%	174
2024 Q2	$800K	Hold	5,279	–	–	0.01%	169
2024 Q1	$752K	Hold	5,279	–	–	0.01%	168
2023 Q4	$732K	Hold	5,279	–	–	0.01%	175
2023 Q3	$612K	Hold	5,279	–	–	0.01%	181
2023 Q2	$610K	Sell	5,279 -180	-3%	-$19.6K	0.01%	188
2023 Q1	$611K	Buy	5,459 +180	+3%	+$21.5K	0.01%	182
2022 Q4	$620K	Sell	5,279 -1,020	-16%	-$113K	0.01%	182
2022 Q3	$565K	Hold	6,299	–	–	0.01%	189
2022 Q2	$598K	Hold	6,299	–	–	0.01%	191
2022 Q1	$829K	Hold	6,299	–	–	0.01%	174
2021 Q4	$1.01M	Sell	6,299 -43	-0.7%	-$6.56K	0.01%	178
2021 Q3	$824K	Sell	6,342 -36	-0.6%	-$4.68K	0.01%	182
2021 Q2	$832K	Hold	6,378	–	–	0.01%	185
2021 Q1	$726K	Buy	6,378 +79	+1%	+$8.24K	0.01%	179
2020 Q4	$537K	Hold	6,299	–	–	0.01%	200
2020 Q3	$407K	Hold	6,299	–	–	0.01%	212
2020 Q2	$431K	Hold	6,299	–	–	0.01%	192
2020 Q1	$346K	Hold	6,299	–	–	0.01%	196
2019 Q4	$938K	Hold	6,299	–	–	0.01%	159
2019 Q3	$980K	Sell	6,299 -200	-3%	-$31.1K	0.01%	158
2019 Q2	$1.04M	Buy	6,499 +1,750	+37%	+$301K	0.02%	152
2019 Q1	$865K	Hold	4,749	–	–	0.01%	162
2018 Q4	$798K	Hold	4,749	–	–	0.01%	164
2018 Q3	$839K	Hold	4,749	–	–	0.01%	166
2018 Q2	$808K	Hold	4,749	–	–	0.01%	174
2018 Q1	$733K	Hold	4,749	–	–	0.01%	182
2017 Q4	$816K	Hold	4,749	–	–	0.02%	175
2017 Q3	$765K	Hold	4,749	–	–	0.01%	175
2017 Q2	$753K	Hold	4,749	–	–	0.02%	165
2017 Q1	$817K	Hold	4,749	–	–	0.02%	164
2016 Q4	$844K	Hold	4,749	–	–	0.02%	164
2016 Q3	$983K	Hold	4,749	–	–	0.02%	153
2016 Q2	$1.03M	Hold	4,749	–	–	0.02%	149
2016 Q1	$986K	Sell	4,749 -1,147	-19%	-$220K	0.02%	150
2015 Q4	$1.15M	Sell	5,896 -1,750	-23%	-$339K	0.03%	147
2015 Q3	$1.32M	Hold	7,646	–	–	0.03%	139
2015 Q2	$1.32M	Sell	7,646 -570	-7%	-$105K	0.03%	139
2015 Q1	$1.61M	Sell	8,216 -775	-9%	-$150K	0.04%	123
2014 Q4	$1.64M	Hold	8,991	–	–	0.04%	120
2014 Q3	$1.48M	Hold	8,991	–	–	0.04%	122
2014 Q2	$1.5M	Buy	8,991 +1,294	+17%	+$211K	0.04%	124
2014 Q1	$1.19M	Hold	7,697	–	–	0.03%	136
2013 Q4	$1.1M	Hold	7,697	–	–	0.03%	141
2013 Q3	$1.07M	Hold	7,697	–	–	0.03%	141
2013 Q2	$1.14M	Buy	+7,697	New	+$1.23M	0.04%	147

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

Loring Wolcott & Coolidge Fiduciary Advisors's SPG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Simon Property Group (SPG) position steady in Q2 2026 at 5,279 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #161.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SPG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.64M in Q4 2014. 558 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 5,279 shares of Simon Property Group worth $1.18M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #161 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Simon Property Group in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Simon Property Group position peaked at $1.64M in Q4 2014.
558 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.