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Advisors Capital Management’s Simon Property Group SPG Stock Holding History

Advisors Capital Management’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 		$940K Buy
4,201
+176
+4% +$36.2K 0.01% 350
2026
Q1 		$751K Sell
4,025
-51,773
-93% -$9.87M 0.01% 342
2025
Q4 		$10.3M Buy
55,798
+662
+1% +$120K 0.12% 166
2025
Q3 		$10.3M Buy
55,136
+2,041
+4% +$352K 0.13% 162
2025
Q2 		$8.54M Sell
53,095
-67,958
-56% -$10.7M 0.12% 163
2025
Q1 		$20.1M Sell
121,053
-1,922
-2% -$336K 0.31% 102
2024
Q4 		$21.2M Sell
122,975
-10,611
-8% -$1.86M 0.33% 95
2024
Q3 		$22.6M Buy
133,586
+1,562
+1% +$247K 0.37% 87
2024
Q2 		$20M Buy
132,024
+2,842
+2% +$419K 0.35% 88
2024
Q1 		$20.2M Sell
129,182
-3,520
-3% -$516K 0.37% 84
2023
Q4 		$18.9M Sell
132,702
-11,966
-8% -$1.45M 0.39% 88
2023
Q3 		$15.6M Buy
144,668
+4,774
+3% +$559K 0.4% 87
2023
Q2 		$16.2M Buy
139,894
+2,167
+2% +$236K 0.39% 92
2023
Q1 		$15.4M Buy
137,727
+3,704
+3% +$442K 0.4% 87
2022
Q4 		$15.7M Buy
134,023
+1,233
+0.9% +$137K 0.43% 73
2022
Q3 		$15.6M Buy
132,790
+9,787
+8% +$1M 0.42% 76
2022
Q2 		$11.7M Buy
123,003
+15,406
+14% +$1.77M 0.36% 88
2022
Q1 		$14.2M Buy
107,597
+137
+0.1% +$19.5K 0.39% 79
2021
Q4 		$17.2M Sell
107,460
-3,312
-3% -$506K 0.47% 74
2021
Q3 		$14.4M Buy
110,772
+4,047
+4% +$527K 0.44% 80
2021
Q2 		$13.9M Sell
106,725
-460
-0.4% -$57.2K 0.44% 81
2021
Q1 		$12.2M Buy
+107,185
New +$11.2M 0.43% 76

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

Advisors Capital Management's SPG Position: Q2 2026 in Review

Advisors Capital Management increased its Simon Property Group (SPG) stake by 4.4% in Q2 2026, buying an estimated $36.2K and bringing the position to 4,201 shares worth $940K. The position accounts for 0.01% of the portfolio, ranked #350.

Advisors Capital Management first reported a position in SPG in Q1 2021 and has held it in 22 quarters since. The position peaked at $22.6M in Q3 2024. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Advisors Capital Management held 4,201 shares of Simon Property Group worth $940K as of Q2 2026.
  • Advisors Capital Management bought 176 Simon Property Group shares in Q2 2026, an estimated $36.2K.
  • Simon Property Group made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #350 holding.
  • Advisors Capital Management first reported a position in Simon Property Group in Q1 2021 and has held it in 22 quarters since.
  • Advisors Capital Management's Simon Property Group position peaked at $22.6M in Q3 2024.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.