Missouri Trust & Investment Company’s Simon Property Group SPG Stock Holding History

Missouri Trust & Investment 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	–	Sell	-500	Closed	-$93.3K	–	349
2026 Q1	$93.3K	Hold	500	–	–	0.03%	182
2025 Q4	$92.6K	Sell	500 -26	-5%	-$4.72K	0.03%	175
2025 Q3	$98.7K	Hold	526	–	–	0.03%	168
2025 Q2	$84.6K	Hold	526	–	–	0.03%	167
2025 Q1	$87.4K	Hold	526	–	–	0.03%	167
2024 Q4	$90.6K	Hold	526	–	–	0.03%	163
2024 Q3	$88.9K	Hold	526	–	–	0.03%	165
2024 Q2	$79.8K	Hold	526	–	–	0.03%	166
2024 Q1	$82.3K	Hold	526	–	–	0.03%	164
2023 Q4	$75K	Buy	526 +21	+4%	+$2.54K	0.03%	166
2023 Q3	$54.6K	Hold	505	–	–	0.02%	179
2023 Q2	$58.3K	Buy	505 +500	+10,000%	+$54.5K	0.03%	180
2023 Q1	$560	Hold	5	–	–	﹤0.01%	345
2022 Q4	$1K	Hold	5	–	–	﹤0.01%	334
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	345
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	356
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	348
2021 Q4	$1K	Buy	+5	New	+$763	﹤0.01%	393

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Missouri Trust & Investment Company's SPG Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 500 shares — an estimated $93.3K sold.

Missouri Trust & Investment Company first reported a position in SPG in Q4 2021 and held it in 18 quarters. The position peaked at $98.7K in Q3 2025. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Missouri Trust & Investment Company reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
Missouri Trust & Investment Company sold 500 Simon Property Group shares in Q2 2026, an estimated $93.3K.
Missouri Trust & Investment Company first reported a position in Simon Property Group in Q4 2021 and held it in 18 quarters.
Missouri Trust & Investment Company's Simon Property Group position peaked at $98.7K in Q3 2025.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.