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UMB Bank’s Simon Property Group SPG Stock Holding History

UMB Bank’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 		$230K Buy
1,027
+38
+4% +$7.82K ﹤0.01% 697
2026
Q1 		$184K Buy
989
+25
+3% +$4.77K ﹤0.01% 718
2025
Q4 		$178K Sell
964
-1,191
-55% -$216K ﹤0.01% 707
2025
Q3 		$404K Buy
2,155
+41
+2% +$7.08K 0.01% 470
2025
Q2 		$340K Sell
2,114
-309
-13% -$48.8K 0.01% 485
2025
Q1 		$402K Buy
2,423
+32
+1% +$5.59K 0.01% 436
2024
Q4 		$412K Buy
2,391
+66
+3% +$11.6K 0.01% 425
2024
Q3 		$393K Buy
2,325
+154
+7% +$24.4K 0.01% 438
2024
Q2 		$330K Sell
2,171
-22
-1% -$3.24K 0.01% 461
2024
Q1 		$343K Buy
2,193
+97
+5% +$14.2K 0.01% 467
2023
Q4 		$299K Sell
2,096
-136
-6% -$16.4K ﹤0.01% 496
2023
Q3 		$241K Sell
2,232
-408
-15% -$47.8K ﹤0.01% 525
2023
Q2 		$305K Hold
2,640
– – ﹤0.01% 492
2023
Q1 		$296K Sell
2,640
-12
-0.5% -$1.43K ﹤0.01% 489
2022
Q4 		$312K Hold
2,652
– – ﹤0.01% 487
2022
Q3 		$238K Buy
2,652
+15
+0.6% +$1.53K ﹤0.01% 566
2022
Q2 		$250K Sell
2,637
-50
-2% -$5.73K ﹤0.01% 587
2022
Q1 		$354K Hold
2,687
– – ﹤0.01% 534
2021
Q4 		$429K Buy
2,687
+463
+21% +$70.7K 0.01% 504
2021
Q3 		$289K Sell
2,224
-21
-0.9% -$2.73K 0.01% 325
2021
Q2 		$293K Sell
2,245
-309
-12% -$38.4K 0.01% 320
2021
Q1 		$291K Sell
2,554
-70
-3% -$7.3K 0.01% 315
2020
Q4 		$224K Buy
+2,624
New +$200K 0.01% 328
2020
Q1 		– Sell
-4,591
Closed -$684K – 367
2019
Q4 		$684K Sell
4,591
-2,554
-36% -$383K 0.02% 249
2019
Q3 		$1.11K Sell
7,145
-29,577
-81% -$4.6M 0.03% 212
2019
Q2 		$5.87K Buy
36,722
+1,593
+5% +$274K 0.14% 106
2019
Q1 		$6.4M Buy
+35,129
New +$6.24M 0.2% 98

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UMB Bank's SPG Position: Q2 2026 in Review

UMB Bank increased its Simon Property Group (SPG) stake by 3.8% in Q2 2026, buying an estimated $7.82K and bringing the position to 1,027 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

UMB Bank first reported a position in SPG in Q1 2019 and has held it in 27 quarters since. The position peaked at $6.4M in Q1 2019. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • UMB Bank held 1,027 shares of Simon Property Group worth $230K as of Q2 2026.
  • UMB Bank bought 38 Simon Property Group shares in Q2 2026, an estimated $7.82K.
  • Simon Property Group made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #697 holding.
  • UMB Bank first reported a position in Simon Property Group in Q1 2019 and has held it in 27 quarters since.
  • UMB Bank's Simon Property Group position peaked at $6.4M in Q1 2019.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.