Grove Bank & Trust

Bank

Position in SPG — Simon Property Group Inc.

CIK 1662212 Miami, FL

Position in SPG

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$82,526

+$9,220 QoQ

Shares Held

369

-6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,131

of 1,353 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 29% Shared 0% None 71%

Real Estate · as of Jun 30, 2026

Grove Bank & Trust holds $238,707 across 6 REIT - Retail names. SPG ranks #2 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	1,648	$102,110
2	SPG	Simon Property Group Inc. This page	369	$82,526
3	KIM	Kimco Realty Corp	1,014	$25,704
4	WSR	Whitestone REIT	1,000	$18,960
5	REG	Regency Centers Corp	70	$5,581
6	FRT	Federal Realty Investment Trust	31	$3,826

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82,526	369	-6.1%	Shares	Defined	2026-07-07
2026-03-31	$73,306	393	+2.1%	Shares	Defined	2026-04-08
2025-12-31	$71,267	385	0.0%	Shares	Defined	2026-01-08
2025-09-30	$72,252	385	-5.6%	Shares	Defined	2025-10-06
2025-06-30	$65,590	408	+7.1%	Shares	Defined	2025-07-11
2025-03-31	$63,276	381	+231.3%	Shares	Defined	2025-04-17
2024-12-31	$19,804	115	+64.3%	Shares	Sole	2025-01-16
2024-09-30	$11,831	70	+191.7%	Shares	Sole	2024-10-11
2024-06-30	$3,643	24	0.0%	Shares	Sole	2024-07-24
2024-03-31	$3,755	24	-86.2%	Shares	Sole	2024-04-30
2023-12-31	$24,819	174	0.0%	Shares	Sole	2024-01-30
2023-09-30	$18,797	174	+625.0%	Shares	Sole	2023-10-30
2023-06-30	$2,771	24	-27.3%	Shares	Sole	2023-07-27
2023-03-31	$3,695	33	+37.5%	Shares	Sole	2023-05-10
2022-12-31	$2,819	24	—	Shares	Sole	2023-02-03
No filing history on record for this holder in this stock.