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 Q3	–	Sell	-544	Closed	-$122K	–	955
2026 Q2	$122K	Hold	544	–	–	0.01%	420
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

NBT Bank's SPG Position: Q3 2026 in Review

NBT Bank sold out of Simon Property Group (SPG) in Q3 2026, closing a stake of 544 shares — an estimated $122K sold.

NBT Bank first reported a position in SPG in Q1 2021 and held it in 16 quarters. The position peaked at $304K in Q4 2021. 1,166 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

NBT Bank reported no remaining Simon Property Group position as of Q3 2026 after selling out during the quarter.
NBT Bank sold 544 Simon Property Group shares in Q3 2026, an estimated $122K.
NBT Bank first reported a position in Simon Property Group in Q1 2021 and held it in 16 quarters.
NBT Bank's Simon Property Group position peaked at $304K in Q4 2021.
1,166 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.