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Simon Property shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Montecito Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simon Property by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $339k 1.8k 186.53
2016-12-31 $78k 438 178.08
2012-09-30 $203k 1.3k 151.49

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View all positions for Montecito Bank & Trust

Top funds holding Simon Property

Vanguard Group
BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Geode Capital Management
Capital World Investors
Bank of America Corporation
Wellington Management Company
Cohen & Steers Capital Management
Morgan Stanley
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Legal & General Group

View all funds holding Simon Property