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 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 $6.73T 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 $3.37T AUM 44.26% 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

NBT Bank's SPG Position: Q2 2026 in Review

NBT Bank held its Simon Property Group (SPG) position steady in Q2 2026 at 544 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #420.

NBT Bank first reported a position in SPG in Q1 2021 and has held it in 16 quarters since. The position peaked at $304K in Q4 2021. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

NBT Bank held 544 shares of Simon Property Group worth $122K as of Q2 2026.
NBT Bank left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.01% of NBT Bank's portfolio in Q2 2026, its #420 holding.
NBT Bank first reported a position in Simon Property Group in Q1 2021 and has held it in 16 quarters since.
NBT Bank's Simon Property Group position peaked at $304K in Q4 2021.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.