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Trust Company’s Simon Property Group SPG Stock Holding History

Trust Company’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 		$12.7K Sell
63
-178
-74% -$38.7K ﹤0.01% 425
2026
Q2 		$53.9K Sell
241
-27
-10% -$5.56K ﹤0.01% 276
2026
Q1 		$50K Hold
268
– – ﹤0.01% 301
2025
Q4 		$49.6K Sell
268
-1
-0.4% -$182 ﹤0.01% 294
2025
Q3 		$50.5K Buy
269
+6
+2% +$1.04K 0.01% 219
2025
Q2 		$42.3K Buy
263
+160
+155% +$25.3K ﹤0.01% 227
2025
Q1 		$17.1K Sell
103
-143
-58% -$25K ﹤0.01% 299
2024
Q4 		$42.4K Sell
246
-1,549
-86% -$272K ﹤0.01% 233
2024
Q3 		$303K Sell
1,795
-1,269
-41% -$201K 0.04% 114
2024
Q2 		$465K Buy
3,064
+611
+25% +$90K 0.06% 91
2024
Q1 		$384K Sell
2,453
-128
-5% -$18.8K 0.05% 92
2023
Q4 		$368K Sell
2,581
-163
-6% -$19.7K 0.05% 97
2023
Q3 		$296K Buy
2,744
+141
+5% +$16.5K 0.05% 106
2023
Q2 		$301K Buy
2,603
+1,048
+67% +$114K 0.04% 122
2023
Q1 		$174K Buy
1,555
+12
+0.8% +$1.43K 0.03% 141
2022
Q4 		$181K Buy
1,543
+313
+25% +$34.8K 0.03% 138
2022
Q3 		$110K Buy
1,230
+392
+47% +$40.1K 0.02% 146
2022
Q2 		$80K Buy
838
+9
+1% +$1.03K 0.02% 161
2022
Q1 		$109K Sell
829
-3,605
-81% -$514K 0.02% 153
2021
Q4 		$708K Sell
4,434
-332
-7% -$50.7K 0.17% 66
2021
Q3 		$619K Sell
4,766
-217
-4% -$28.2K 0.16% 65
2021
Q2 		$650K Buy
4,983
+1,093
+28% +$136K 0.46% 60
2021
Q1 		$443K Buy
3,890
+1,576
+68% +$164K 0.32% 72
2020
Q4 		$197K Buy
2,314
+566
+32% +$43.2K 0.16% 105
2020
Q3 		$113K Sell
1,748
-970
-36% -$63.6K 0.1% 129
2020
Q2 		$186K Buy
+2,718
New +$170K 0.18% 97
2019
Q3 		– Sell
-51
Closed -$8K – 337
2019
Q2 		$8K Buy
+51
New +$8.78K 0.01% 259

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Trust Company's SPG Position: Q3 2026 in Review

Trust Company reduced its Simon Property Group (SPG) stake by 74% in Q3 2026, selling an estimated $38.7K and leaving 63 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Trust Company first reported a position in SPG in Q2 2019 and has held it in 27 quarters since. The position peaked at $708K in Q4 2021. 58 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Trust Company held 63 shares of Simon Property Group worth $12.7K as of Q3 2026.
  • Trust Company sold 178 Simon Property Group shares in Q3 2026, an estimated $38.7K.
  • Simon Property Group made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #425 holding.
  • Trust Company first reported a position in Simon Property Group in Q2 2019 and has held it in 27 quarters since.
  • Trust Company's Simon Property Group position peaked at $708K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.