Ameritas Advisory Services’s Simon Property Group SPG Stock Holding History

Ameritas Advisory Services’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 Q1	$250K	Sell	1,338 -1,115	-45%	-$213K	0.01%	839
2025 Q4	$454K	Buy	2,453 +2,068	+537%	+$376K	0.02%	606
2025 Q3	$72.2K	Sell	385 -494	-56%	-$85.3K	﹤0.01%	952
2025 Q2	$141K	Buy	+879	New	+$139K	0.01%	848
2023 Q2	–	Sell	-1,043	Closed	-$116K	–	2243
2023 Q1	$116K	Buy	+1,043	New	+$125K	0.01%	949

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameritas Advisory Services's SPG Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Simon Property Group (SPG) stake by 45% in Q1 2026, selling an estimated $213K and leaving 1,338 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #839.

Ameritas Advisory Services first reported a position in SPG in Q1 2023 and has held it in 5 quarters since. The position peaked at $454K in Q4 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Ameritas Advisory Services held 1,338 shares of Simon Property Group worth $250K as of Q1 2026.
Ameritas Advisory Services sold 1,115 Simon Property Group shares in Q1 2026, an estimated $213K.
Simon Property Group made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #839 holding.
Ameritas Advisory Services first reported a position in Simon Property Group in Q1 2023 and has held it in 5 quarters since.
Ameritas Advisory Services's Simon Property Group position peaked at $454K in Q4 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.