Moody National Bank Trust Division’s Simon Property Group SPG Stock Holding History

Moody National Bank Trust Division’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 Q3	–	Sell	-1,316	Closed	-$212K	–	527
2025 Q2	$212K	Sell	1,316 -78	-6%	-$12.3K	0.02%	467
2025 Q1	$232K	Buy	1,394 +78	+6%	+$13.6K	0.02%	441
2024 Q4	$227K	Sell	1,316 -3	-0.2%	-$527	0.02%	453
2024 Q3	$223K	Sell	1,319 -940	-42%	-$149K	0.02%	437
2024 Q2	$343K	Hold	2,259	–	–	0.03%	365
2024 Q1	$354K	Hold	2,259	–	–	0.03%	372
2023 Q4	$322K	Sell	2,259 -3,107	-58%	-$376K	0.03%	399
2023 Q3	$580K	Buy	5,366 +37	+0.7%	+$4.33K	0.04%	342
2023 Q2	$615K	Hold	5,329	–	–	0.04%	320
2023 Q1	$597K	Hold	5,329	–	–	0.05%	321
2022 Q4	$626K	Buy	5,329 +238	+5%	+$26.5K	0.05%	286
2022 Q3	$457K	Hold	5,091	–	–	0.05%	348
2022 Q2	$483K	Buy	5,091 +1,084	+27%	+$124K	0.05%	295
2022 Q1	$527K	Hold	4,007	–	–	0.02%	274
2021 Q4	$640K	Sell	4,007 -5,123	-56%	-$782K	0.02%	259
2021 Q3	$1.19M	Hold	9,130	–	–	0.02%	269
2021 Q2	$1.19M	Hold	9,130	–	–	0.02%	270
2021 Q1	$1.04M	Hold	9,130	–	–	0.02%	277
2020 Q4	$778K	Sell	9,130 -940	-9%	-$71.8K	0.02%	279
2020 Q3	$652K	Hold	10,070	–	–	0.02%	271
2020 Q2	$689K	Buy	10,070 +102	+1%	+$6.4K	0.02%	266
2020 Q1	$547K	Sell	9,968 -122	-1%	-$14.6K	0.02%	255
2019 Q4	$1.5M	Buy	10,090 +136	+1%	+$20.4K	0.04%	211
2019 Q3	$1.55M	Sell	9,954 -235	-2%	-$36.5K	0.04%	208
2019 Q2	$1.63M	Buy	10,189 +235	+2%	+$40.5K	0.05%	202
2019 Q1	$1.81M	Sell	9,954 -327	-3%	-$58.1K	0.05%	200
2018 Q4	$1.73M	Buy	10,281 +202	+2%	+$36.1K	0.05%	191
2018 Q3	$1.78M	Buy	10,079 +5,749	+133%	+$1.02M	0.05%	198
2018 Q2	$736K	Hold	4,330	–	–	0.03%	104
2018 Q1	$668K	Hold	4,330	–	–	0.03%	110
2017 Q4	$744K	Hold	4,330	–	–	0.03%	100
2017 Q3	$697K	Sell	4,330 -1,040	-19%	-$166K	0.03%	107
2017 Q2	$868K	Hold	5,370	–	–	0.04%	102
2017 Q1	$924K	Hold	5,370	–	–	0.05%	92
2016 Q4	$954K	Hold	5,370	–	–	0.05%	80
2016 Q3	$1.11M	Hold	5,370	–	–	0.06%	64
2016 Q2	$1.16M	Buy	5,370 +25	+0.5%	+$5.1K	0.07%	61
2016 Q1	$1.11M	Buy	5,345 +60	+1%	+$11.5K	0.07%	58
2015 Q4	$1.03M	Hold	5,285	–	–	0.08%	58
2015 Q3	$971K	Hold	5,285	–	–	0.07%	60
2015 Q2	$914K	Hold	5,285	–	–	0.07%	73
2015 Q1	$1.03M	Hold	5,285	–	–	0.08%	63
2014 Q4	$963K	Buy	5,285 +120	+2%	+$21.3K	0.06%	79
2014 Q3	$849K	Hold	5,165	–	–	0.06%	78
2014 Q2	$859K	Sell	5,165 -325	-6%	-$53.1K	0.06%	84
2014 Q1	$847K	Sell	5,490 -2,126	-28%	-$317K	0.06%	73
2013 Q4	$1.09M	Buy	7,616 +2,126	+39%	+$306K	0.07%	64
2013 Q3	$766K	Hold	5,490	–	–	0.06%	81
2013 Q2	$816K	Buy	+5,490	New	+$880K	0.06%	70

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moody National Bank Trust Division's SPG Position: Q3 2025 in Review

Moody National Bank Trust Division sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 1,316 shares — an estimated $212K sold.

Moody National Bank Trust Division first reported a position in SPG in Q2 2013 and held it in 49 quarters. The position peaked at $1.81M in Q1 2019. 1,219 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

Moody National Bank Trust Division reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
Moody National Bank Trust Division sold 1,316 Simon Property Group shares in Q3 2025, an estimated $212K.
Moody National Bank Trust Division first reported a position in Simon Property Group in Q2 2013 and held it in 49 quarters.
Moody National Bank Trust Division's Simon Property Group position peaked at $1.81M in Q1 2019.
1,219 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Moody National Bank Trust Division's 13F filing for Q3 2025, filed 6 Oct 2025.