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Trask Adam Roland’s Simon Property Group SPG Stock Holding History

Trask Adam Roland’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
Q1 		$37.3K Buy
+200
New +$38.1K 0.04% 120

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Trask Adam Roland's SPG Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Simon Property Group (SPG) in Q1 2026: 200 shares worth $37.3K. The stake represents 0.04% of the portfolio and ranks #120 among its holdings.

1,308 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Trask Adam Roland held 200 shares of Simon Property Group worth $37.3K as of Q1 2026.
  • Simon Property Group was a new Trask Adam Roland position in Q1 2026.
  • Simon Property Group made up 0.04% of Trask Adam Roland's portfolio in Q1 2026, its #120 holding.
  • 1,308 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.