Riverview Trust Company’s Simon Property Group SPG Stock Holding History

Riverview Trust Company’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 Q2	–	Sell	-129	Closed	-$21.4K	–	532
2025 Q1	$21.4K	Sell	129 -6	-4%	-$1.05K	0.02%	403
2024 Q4	$23.2K	Hold	135	–	–	0.02%	405
2024 Q3	$22.8K	Buy	135 +6	+5%	+$950	0.02%	411
2024 Q2	$19.6K	Hold	129	–	–	0.02%	437
2024 Q1	$20.2K	Buy	+129	New	+$18.9K	0.02%	473
2023 Q4	–	Sell	-129	Closed	-$13.9K	–	558
2023 Q3	$13.9K	Hold	129	–	–	0.01%	584
2023 Q2	$14.9K	Buy	+129	New	+$14.1K	0.01%	524
2022 Q4	–	Sell	-308	Closed	-$28K	–	851
2022 Q3	$28K	Buy	308 +97	+46%	+$9.92K	0.03%	297
2022 Q2	$20K	Sell	211 -75	-26%	-$8.6K	0.02%	402
2022 Q1	$38K	Buy	+286	New	+$40.7K	0.03%	259

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Riverview Trust Company's SPG Position: Q2 2025 in Review

Riverview Trust Company sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 129 shares — an estimated $21.4K sold.

Riverview Trust Company first reported a position in SPG in Q1 2022 and held it in 10 quarters. The position peaked at $38K in Q1 2022. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Riverview Trust Company reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 129 Simon Property Group shares in Q2 2025, an estimated $21.4K.
Riverview Trust Company first reported a position in Simon Property Group in Q1 2022 and held it in 10 quarters.
Riverview Trust Company's Simon Property Group position peaked at $38K in Q1 2022.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.