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 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

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return