Tompkins Financial’s Simon Property Group SPG Stock Holding History

Tompkins Financial’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	$45.2K	Hold	225	–	–	﹤0.01%	350
2026 Q2	$50.3K	Sell	225 -119	-35%	-$24.5K	﹤0.01%	337
2026 Q1	$64.2K	Buy	344 +119	+53%	+$22.7K	0.01%	298
2025 Q4	$41.6K	Buy	+225	New	+$40.9K	﹤0.01%	327
2023 Q3	–	Sell	-15	Closed	-$1.73K	–	615
2023 Q2	$1.73K	Hold	15	–	–	﹤0.01%	569
2023 Q1	$1.68K	Hold	15	–	–	﹤0.01%	592
2022 Q4	$2K	Buy	+15	New	+$1.67K	﹤0.01%	579
2017 Q4	–	Sell	-364	Closed	-$59K	–	437
2017 Q3	$59K	Sell	364 -1	-0.3%	-$160	0.01%	211
2017 Q2	$59K	Hold	365	–	–	0.01%	207
2017 Q1	$63K	Hold	365	–	–	0.02%	207
2016 Q4	$65K	Hold	365	–	–	0.02%	194
2016 Q3	$76K	Hold	365	–	–	0.02%	185
2016 Q2	$79K	Hold	365	–	–	0.02%	208
2016 Q1	$76K	Hold	365	–	–	0.02%	208
2015 Q4	$71K	Hold	365	–	–	0.02%	235
2015 Q3	$67K	Sell	365 -1,815	-83%	-$333K	0.02%	228
2015 Q2	$377K	Hold	2,180	–	–	0.1%	131
2015 Q1	$426K	Hold	2,180	–	–	0.11%	125
2014 Q4	$397K	Hold	2,180	–	–	0.1%	124
2014 Q3	$358K	Hold	2,180	–	–	0.09%	131
2014 Q2	$362K	Sell	2,180 -137	-6%	-$22.4K	0.09%	135
2014 Q1	$358K	Hold	2,317	–	–	0.09%	133
2013 Q4	$332K	Hold	2,317	–	–	0.09%	134
2013 Q3	$323K	Buy	2,317 +1,929	+497%	+$280K	0.09%	129
2013 Q2	$58K	Buy	+388	New	+$62.2K	0.02%	221

Other funds holding SPG

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

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Tompkins Financial's SPG Position: Q3 2026 in Review

Tompkins Financial held its Simon Property Group (SPG) position steady in Q3 2026 at 225 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Tompkins Financial first reported a position in SPG in Q2 2013 and has held it in 25 quarters since. The position peaked at $426K in Q1 2015. 189 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Tompkins Financial held 225 shares of Simon Property Group worth $45.2K as of Q3 2026.
Tompkins Financial left its Simon Property Group share count unchanged in Q3 2026.
Simon Property Group made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #350 holding.
Tompkins Financial first reported a position in Simon Property Group in Q2 2013 and has held it in 25 quarters since.
Tompkins Financial's Simon Property Group position peaked at $426K in Q1 2015.
189 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.