NB
SPG icon

NBT Bank’s Simon Property Group SPG Stock Holding History

NBT Bank’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
Q1 		$101K Buy
544
+44
+9% +$8.39K 0.01% 428
2025
Q4 		$92.6K Hold
500
– – 0.01% 440
2025
Q3 		$93.8K Hold
500
– – 0.01% 433
2025
Q2 		$80.4K Hold
500
– – 0.01% 448
2025
Q1 		$83K Hold
500
– – 0.01% 437
2024
Q4 		$86.1K Hold
500
– – 0.01% 439
2024
Q3 		$84.5K Buy
+500
New +$79.2K 0.01% 456
2023
Q3 		– Sell
-1,873
Closed -$216K – 320
2023
Q2 		$216K Sell
1,873
-27
-1% -$2.94K 0.03% 248
2023
Q1 		$213K Hold
1,900
– – 0.03% 242
2022
Q4 		$223K Buy
+1,900
New +$211K 0.03% 234
2022
Q2 		– Sell
-1,900
Closed -$250K – 235
2022
Q1 		$250K Hold
1,900
– – 0.03% 220
2021
Q4 		$304K Hold
1,900
– – 0.04% 208
2021
Q3 		$247K Hold
1,900
– – 0.03% 223
2021
Q2 		$248K Hold
1,900
– – 0.03% 221
2021
Q1 		$216K Buy
+1,900
New +$198K 0.03% 225

Other funds holding SPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return