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

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

Rockland Trust's SPG Position: Q2 2026 in Review

Rockland Trust held its Simon Property Group (SPG) position steady in Q2 2026 at 2,078 shares worth $465K. 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 20 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Rockland Trust held 2,078 shares of Simon Property Group worth $465K as of Q2 2026.
Rockland Trust left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.02% of Rockland Trust's portfolio in Q2 2026, its #234 holding.
Rockland Trust first reported a position in Simon Property Group in Q1 2021 and has held it in 20 quarters since.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.