Montecito Bank & Trust
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Montecito Bank & Trust’s Simon Property Group SPG Stock Holding History

Montecito Bank & Trust’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
Q3 		$477K Buy
2,378
+139
+6% +$30.3K 0.07% 211
2026
Q2 		$501K Buy
2,239
+420
+23% +$86.4K 0.07% 206
2026
Q1 		$339K Buy
+1,819
New +$347K 0.06% 229
2017
Q1 		– Sell
-438
Closed -$78K – 337
2016
Q4 		$78K Buy
+438
New +$81.3K 0.03% 251

Other funds holding SPG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Montecito Bank & Trust's SPG Position: Q3 2026 in Review

Montecito Bank & Trust increased its Simon Property Group (SPG) stake by 6.2% in Q3 2026, buying an estimated $30.3K and bringing the position to 2,378 shares worth $477K. The position accounts for 0.07% of the portfolio, ranked #211.

Montecito Bank & Trust first reported a position in SPG in Q4 2016 and has held it in 4 quarters since. The position peaked at $501K in Q2 2026. 994 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Montecito Bank & Trust held 2,378 shares of Simon Property Group worth $477K as of Q3 2026.
  • Montecito Bank & Trust bought 139 Simon Property Group shares in Q3 2026, an estimated $30.3K.
  • Simon Property Group made up 0.07% of Montecito Bank & Trust's portfolio in Q3 2026, its #211 holding.
  • Montecito Bank & Trust first reported a position in Simon Property Group in Q4 2016 and has held it in 4 quarters since.
  • Montecito Bank & Trust's Simon Property Group position peaked at $501K in Q2 2026.
  • 994 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.