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Ancora Advisors’s Simon Property Group SPG Stock Holding History

Ancora Advisors’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 		$26.8K Sell
120
-543
-82% -$112K ﹤0.01% 1234
2026
Q1 		$124K Sell
663
-7
-1% -$1.33K ﹤0.01% 856
2025
Q4 		$124K Buy
670
+542
+423% +$98.5K ﹤0.01% 867
2025
Q3 		$24K Hold
128
– – ﹤0.01% 1196
2025
Q2 		$20.6K Buy
+128
New +$20.2K ﹤0.01% 1222
2025
Q1 		– Sell
-105
Closed -$18.1K – 1878
2024
Q4 		$18.1K Hold
105
– – ﹤0.01% 1235
2024
Q3 		$17.7K Sell
105
-1
-0.9% -$158 ﹤0.01% 1221
2024
Q2 		$16.1K Buy
106
+9
+9% +$1.33K ﹤0.01% 1206
2024
Q1 		$15.2K Hold
97
– – ﹤0.01% 1246
2023
Q4 		$13.8K Buy
+97
New +$11.7K ﹤0.01% 1234
2023
Q3 		– Sell
-97
Closed -$11.2K – 1826
2023
Q2 		$11.2K Hold
97
– – ﹤0.01% 1253
2023
Q1 		$10.9K Sell
97
-6
-6% -$716 ﹤0.01% 1259
2022
Q4 		$12K Buy
103
+6
+6% +$667 ﹤0.01% 1302
2022
Q3 		$9K Buy
97
+21
+28% +$2.15K ﹤0.01% 1517
2022
Q2 		$7K Buy
+76
New +$8.71K ﹤0.01% 1694
2021
Q4 		– Sell
-475
Closed -$62K – 2437
2021
Q3 		$62K Buy
475
+24
+5% +$3.12K ﹤0.01% 1109
2021
Q2 		$59K Buy
451
+51
+13% +$6.34K ﹤0.01% 1041
2021
Q1 		$46K Hold
400
– – ﹤0.01% 1098
2020
Q4 		$34K Hold
400
– – ﹤0.01% 965
2020
Q3 		$26K Hold
400
– – ﹤0.01% 979
2020
Q2 		$27K Hold
400
– – ﹤0.01% 936
2020
Q1 		$22K Hold
400
– – ﹤0.01% 1038
2019
Q4 		$60K Buy
+400
New +$60K ﹤0.01% 855
2018
Q4 		– Sell
-400
Closed -$71K – 1104
2018
Q3 		$71K Buy
+400
New +$70.8K ﹤0.01% 826

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

Ancora Advisors's SPG Position: Q2 2026 in Review

Ancora Advisors reduced its Simon Property Group (SPG) stake by 82% in Q2 2026, selling an estimated $112K and leaving 120 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Ancora Advisors first reported a position in SPG in Q3 2018 and has held it in 24 quarters since. The position peaked at $124K in Q4 2025. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Ancora Advisors held 120 shares of Simon Property Group worth $26.8K as of Q2 2026.
  • Ancora Advisors sold 543 Simon Property Group shares in Q2 2026, an estimated $112K.
  • Simon Property Group made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1234 holding.
  • Ancora Advisors first reported a position in Simon Property Group in Q3 2018 and has held it in 24 quarters since.
  • Ancora Advisors's Simon Property Group position peaked at $124K in Q4 2025.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.