Rockland Trust’s Simon Property Group SPG Stock Holding History

Rockland Trust’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	$421K	Buy	2,099 +21	+1%	+$4.57K	0.02%	234
2026 Q2	$465K	Hold	2,078	–	–	0.02%	234
2026 Q1	$388K	Hold	2,078	–	–	0.02%	252
2025 Q4	$385K	Buy	2,078 +28	+1%	+$5.09K	0.02%	243
2025 Q3	$385K	Hold	2,050	–	–	0.02%	237
2025 Q2	$330K	Hold	2,050	–	–	0.02%	210
2025 Q1	$340K	Hold	2,050	–	–	0.02%	211
2024 Q4	$353K	Hold	2,050	–	–	0.02%	217
2024 Q3	$346K	Hold	2,050	–	–	0.02%	223
2024 Q2	$311K	Hold	2,050	–	–	0.02%	242
2024 Q1	$321K	Hold	2,050	–	–	0.02%	241
2023 Q4	$292K	Hold	2,050	–	–	0.02%	253
2023 Q3	$221K	Hold	2,050	–	–	0.01%	274
2023 Q2	$237K	Hold	2,050	–	–	0.01%	266
2023 Q1	$230K	Hold	2,050	–	–	0.01%	272
2022 Q4	$241K	Buy	+2,050	New	+$228K	0.02%	266
2022 Q2	–	Sell	-2,216	Closed	-$291K	–	327
2022 Q1	$291K	Hold	2,216	–	–	0.02%	271
2021 Q4	$354K	Buy	2,216 +20	+0.9%	+$3.05K	0.02%	238
2021 Q3	$285K	Buy	2,196 +16	+0.7%	+$2.08K	0.02%	246
2021 Q2	$284K	Buy	2,180 +130	+6%	+$16.2K	0.02%	241
2021 Q1	$233K	Buy	+2,050	New	+$214K	0.02%	249

Other funds holding SPG

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Rockland Trust's SPG Position: Q3 2026 in Review

Rockland Trust increased its Simon Property Group (SPG) stake by 1% in Q3 2026, buying an estimated $4.57K and bringing the position to 2,099 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #234.

Rockland Trust first reported a position in SPG in Q1 2021 and has held it in 21 quarters since. The position peaked at $465K in Q2 2026. 726 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Rockland Trust held 2,099 shares of Simon Property Group worth $421K as of Q3 2026.
Rockland Trust bought 21 Simon Property Group shares in Q3 2026, an estimated $4.57K.
Simon Property Group made up 0.02% of Rockland Trust's portfolio in Q3 2026, its #234 holding.
Rockland Trust first reported a position in Simon Property Group in Q1 2021 and has held it in 21 quarters since.
Rockland Trust's Simon Property Group position peaked at $465K in Q2 2026.
726 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Rockland Trust's 13F filing for Q3 2026, filed 5 Oct 2026.