Ancora Advisors’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
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 | – | 1884 |
|
|
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 | – | 1832 |
|
|
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 | – | 2440 |
|
|
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
VPM
VCM
