MFG
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MidWestOne Financial Group’s Simon Property Group SPG Stock Holding History

MidWestOne Financial Group’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
2025
Q4 		$205K Hold
1,109
– – 0.02% 297
2025
Q3 		$208K Buy
+1,109
New +$191K 0.03% 293
2025
Q2 		– Sell
-5,307
Closed -$881K – 308
2025
Q1 		$881K Sell
5,307
-3,425
-39% -$599K 0.13% 163
2024
Q4 		$1.5M Buy
8,732
+2,866
+49% +$503K 0.21% 103
2024
Q3 		$991K Buy
5,866
+322
+6% +$51K 0.14% 153
2024
Q2 		$842K Sell
5,544
-2,943
-35% -$434K 0.15% 163
2024
Q1 		$1.33M Sell
8,487
-5,480
-39% -$804K 0.24% 112
2023
Q4 		$1.99M Buy
13,967
+205
+1% +$24.8K 0.38% 61
2023
Q3 		$1.49M Sell
13,762
-2,562
-16% -$300K 0.34% 76
2023
Q2 		$1.89M Buy
16,324
+3,543
+28% +$386K 0.41% 59
2023
Q1 		$1.43M Buy
12,781
+4,391
+52% +$524K 0.32% 72
2022
Q4 		$986K Buy
8,390
+1,067
+15% +$119K 0.22% 103
2022
Q3 		$657K Buy
7,323
+2,076
+40% +$212K 0.17% 133
2022
Q2 		$498K Sell
5,247
-107
-2% -$12.3K 0.12% 164
2022
Q1 		$704K Buy
5,354
+184
+4% +$26.2K 0.15% 151
2021
Q4 		$826K Buy
5,170
+685
+15% +$105K 0.17% 137
2021
Q3 		$583K Buy
4,485
+142
+3% +$18.5K 0.14% 150
2021
Q2 		$567K Buy
+4,343
New +$540K 0.13% 146

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MidWestOne Financial Group's SPG Position: Q4 2025 in Review

MidWestOne Financial Group held its Simon Property Group (SPG) position steady in Q4 2025 at 1,109 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #297.

MidWestOne Financial Group first reported a position in SPG in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.99M in Q4 2023. 1,289 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • MidWestOne Financial Group held 1,109 shares of Simon Property Group worth $205K as of Q4 2025.
  • MidWestOne Financial Group left its Simon Property Group share count unchanged in Q4 2025.
  • Simon Property Group made up 0.02% of MidWestOne Financial Group's portfolio in Q4 2025, its #297 holding.
  • MidWestOne Financial Group first reported a position in Simon Property Group in Q2 2021 and has held it in 18 quarters since.
  • MidWestOne Financial Group's Simon Property Group position peaked at $1.99M in Q4 2023.
  • 1,289 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.