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tru Independence’s Simon Property Group SPG Stock Holding History

tru Independence’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 		– Sell
-26,237
Closed -$4.86M – 126
2025
Q4 		$4.86M Sell
26,237
-203
-0.8% -$36.9K 1.22% 38
2025
Q3 		$4.96M Buy
26,440
+135
+0.5% +$23.3K 1.29% 34
2025
Q2 		$4.23M Buy
26,305
+5
+0% +$790 1.22% 40
2025
Q1 		$4.37M Sell
26,300
-15,264
-37% -$2.67M 1.36% 33
2024
Q4 		$7.16M Sell
41,564
-3,171
-7% -$557K 2.25% 11
2024
Q3 		$7.56M Sell
44,735
-950
-2% -$150K 2.21% 9
2024
Q2 		$6.93M Sell
45,685
-245
-0.5% -$36.1K 2.09% 14
2024
Q1 		$7.19M Sell
45,930
-4,010
-8% -$588K 2.12% 12
2023
Q4 		$7.12M Sell
49,940
-224
-0.4% -$27.1K 2.16% 6
2023
Q3 		$5.42M Sell
50,164
-338
-0.7% -$39.6K 1.88% 17
2023
Q2 		$5.83M Buy
50,502
+2,272
+5% +$247K 1.92% 12
2023
Q1 		$5.4M Sell
48,230
-1,410
-3% -$168K 1.74% 20
2022
Q4 		$5.83M Buy
49,640
+260
+0.5% +$28.9K 1.89% 18
2022
Q3 		$4.43M Buy
49,380
+1,326
+3% +$136K 1.57% 35
2022
Q2 		$4.56M Buy
+48,054
New +$5.51M 1.47% 36
2021
Q1 		– Sell
-109
Closed -$10 – 651
2020
Q4 		$10 Buy
+109
New +$8.32K ﹤0.01% 582
2020
Q3 		– Sell
-483
Closed -$34K – 776
2020
Q2 		$34K Sell
483
-900
-65% -$56.5K ﹤0.01% 431
2020
Q1 		$76K Hold
1,383
– – 0.01% 267
2019
Q4 		$76K Buy
+1,383
New +$207K 0.01% 331

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

tru Independence's SPG Position: Q1 2026 in Review

tru Independence sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 26,237 shares — an estimated $4.86M sold.

tru Independence first reported a position in SPG in Q4 2019 and held it in 19 quarters. The position peaked at $7.56M in Q3 2024. 1,310 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • tru Independence reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • tru Independence sold 26,237 Simon Property Group shares in Q1 2026, an estimated $4.86M.
  • tru Independence first reported a position in Simon Property Group in Q4 2019 and held it in 19 quarters.
  • tru Independence's Simon Property Group position peaked at $7.56M in Q3 2024.
  • 1,310 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.