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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$252K Sell
1,127
-211
-16% -$43.4K 0.01% 1011
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

Ameritas Advisory Services's SPG Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Simon Property Group (SPG) stake by 16% in Q2 2026, selling an estimated $43.4K and leaving 1,127 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #1011.

Ameritas Advisory Services first reported a position in SPG in Q1 2023 and has held it in 6 quarters since. The position peaked at $454K in Q4 2025. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Ameritas Advisory Services held 1,127 shares of Simon Property Group worth $252K as of Q2 2026.
  • Ameritas Advisory Services sold 211 Simon Property Group shares in Q2 2026, an estimated $43.4K.
  • Simon Property Group made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1011 holding.
  • Ameritas Advisory Services first reported a position in Simon Property Group in Q1 2023 and has held it in 6 quarters since.
  • Ameritas Advisory Services's Simon Property Group position peaked at $454K in Q4 2025.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.