Washington Trust Bank’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $328K | Sell |
1,761
-15
| -0.8% | -$2.86K | 0.02% | 168 |
|
|
2025
Q4 | $329K | Buy |
1,776
+60
| +3% | +$10.9K | 0.02% | 169 |
|
|
2025
Q3 | $322K | Buy |
+1,716
| New | +$296K | 0.02% | 171 |
|
|
2025
Q2 | – | Sell |
-2,416
| Closed | -$401K | – | 216 |
|
|
2025
Q1 | $401K | Sell |
2,416
-293
| -11% | -$51.2K | 0.04% | 143 |
|
|
2024
Q4 | $467K | Hold |
2,709
| – | – | 0.04% | 134 |
|
|
2024
Q3 | $458K | Sell |
2,709
-64
| -2% | -$10.1K | 0.04% | 134 |
|
|
2024
Q2 | $421K | Hold |
2,773
| – | – | 0.04% | 135 |
|
|
2024
Q1 | $434K | Hold |
2,773
| – | – | 0.04% | 147 |
|
|
2023
Q4 | $396K | Sell |
2,773
-48
| -2% | -$5.8K | 0.04% | 158 |
|
|
2023
Q3 | $305K | Hold |
2,821
| – | – | 0.03% | 175 |
|
|
2023
Q2 | $326K | Buy |
2,821
+233
| +9% | +$25.4K | 0.03% | 170 |
|
|
2023
Q1 | $290K | Hold |
2,588
| – | – | 0.03% | 182 |
|
|
2022
Q4 | $304K | Buy |
2,588
+315
| +14% | +$35K | 0.03% | 172 |
|
|
2022
Q3 | $204K | Buy |
+2,273
| New | +$232K | 0.03% | 200 |
|
|
2022
Q2 | – | Sell |
-1,962
| Closed | -$258K | – | 240 |
|
|
2022
Q1 | $258K | Buy |
1,962
+222
| +13% | +$31.6K | 0.03% | 193 |
|
|
2021
Q4 | $278K | Hold |
1,740
| – | – | 0.03% | 190 |
|
|
2021
Q3 | $226K | Buy |
+1,740
| New | +$226K | 0.03% | 189 |
|
|
2019
Q2 | – | Sell |
-3
| Closed | -$1K | – | 493 |
|
|
2019
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 568 |
|
|
2018
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 595 |
|
|
2018
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 632 |
|
|
2018
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 621 |
|
|
2018
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 842 |
|
|
2017
Q4 | $1K | Sell |
3
-310
| -99% | -$50.3K | ﹤0.01% | 713 |
|
|
2017
Q3 | $50K | Hold |
313
| – | – | 0.01% | 417 |
|
|
2017
Q2 | $51K | Hold |
313
| – | – | 0.01% | 377 |
|
|
2017
Q1 | $54K | Sell |
313
-124
| -28% | -$22.2K | 0.01% | 384 |
|
|
2016
Q4 | $78K | Sell |
437
-15
| -3% | -$2.79K | 0.02% | 319 |
|
|
2016
Q3 | $94K | Sell |
452
-41
| -8% | -$8.89K | 0.02% | 279 |
|
|
2016
Q2 | $107K | Hold |
493
| – | – | 0.03% | 250 |
|
|
2016
Q1 | $102K | Hold |
493
| – | – | 0.03% | 267 |
|
|
2015
Q4 | $96K | Hold |
493
| – | – | 0.02% | 297 |
|
|
2015
Q3 | $91K | Sell |
493
-29
| -6% | -$5.32K | 0.02% | 299 |
|
|
2015
Q2 | $90K | Hold |
522
| – | – | 0.02% | 319 |
|
|
2015
Q1 | $102K | Hold |
522
| – | – | 0.02% | 327 |
|
|
2014
Q4 | $95K | Hold |
522
| – | – | 0.02% | 353 |
|
|
2014
Q3 | $86K | Buy |
522
+180
| +53% | +$30.3K | 0.03% | 370 |
|
|
2014
Q2 | $57K | Sell |
342
-112
| -25% | -$18.3K | 0.01% | 462 |
|
|
2014
Q1 | $70K | Buy |
+454
| New | +$67.6K | 0.01% | 420 |
|
Other funds holding SPG
VPM
VCM
