Caldwell Trust CO Simon Property Group Inc Transaction History

Caldwell Trust CO

$1 Trillion
Q2 2025

A detailed history of Caldwell Trust CO transactions in Simon Property Group Inc stock. As of the latest transaction made, Caldwell Trust CO holds 15 shares of SPG stock, worth $2,651. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,651

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 22, 2025	BUY	$140.37 - $171.44 $2,105 - $2,571	15 New	15 $2.41 Million
Q3 2023 Oct 01, 2025	SELL	$108.03 - $125.44 $4,321 - $5,017	-40 Closed	0 $0
Q2 2023 Oct 01, 2025	BUY	$101.25 - $115.48 $2,531 - $2,887	25 Added 166.67%	40 $4.62 Million
Q3 2021 Oct 02, 2025	SELL	$117.19 - $136.42 $2,578 - $3,001	-22 Closed	0 $0
Q1 2021 Oct 02, 2025	BUY	$82.81 - $121.01 $579 - $847	7 Added 46.67%	22 $2.5 Million
Q4 2020 Oct 02, 2025	BUY	$60.76 - $93.91 $425 - $657	7 Added 46.67%	22 $1.88 Million
Q3 2020 Oct 02, 2025	SELL	$60.42 - $74.12 $8,700 - $10,673	-144 Reduced 41.5%	203 $13.1 Million
Q2 2020 Oct 02, 2025	SELL	$44.01 - $95.5 $5,589 - $12,128	-127 Reduced 26.79%	347 $23.7 Million
Q1 2020 Oct 02, 2025	BUY	$44.92 - $149.11 $20,618 - $68,441	459 Added 3060.0%	474 $26 Million
Q4 2019 Oct 06, 2025	BUY	$144.01 - $158.06 $66,100 - $72,549	459 Added 3060.0%	474 $70.6 Million

Others Institutions Holding SPG

# of Institutions

1,372

Shares Held

284M

Call Options Held

1.83M

Put Options Held

1.62M

Vanguard Group Inc Valley Forge, PA

45.8M
Shares

$8.1 Billion
0.12% of portfolio
Black Rock Inc. New York, NY

33.8M
Shares

$5.98 Billion
0.12% of portfolio
State Street Corp Boston, MA

21.5M
Shares

$3.79 Billion
0.13% of portfolio
Cohen & Steers, Inc. New York, NY

10.2M
Shares

$1.8 Billion
3.0% of portfolio
Geode Capital Management, LLC Boston, MA

9.59M
Shares

$1.7 Billion
0.11% of portfolio

View Full List

About SIMON PROPERTY GROUP INC

Ticker SPG
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 327,352,000
Market Cap $57.9B
Description
Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annu...

More about SPG

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