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Annis Gardner Whiting Capital Advisors’s Simon Property Group SPG Stock Holding History

Annis Gardner Whiting Capital 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 		$206K Buy
923
+115
+14% +$23.7K 0.03% 336
2026
Q1 		$151K Buy
808
+300
+59% +$57.2K 0.02% 361
2025
Q4 		$94K Sell
508
-16
-3% -$2.91K 0.02% 418
2025
Q3 		$98.3K Buy
524
+32
+7% +$5.52K 0.02% 395
2025
Q2 		$79.1K Buy
492
+46
+10% +$7.27K 0.03% 342
2025
Q1 		$74.1K Sell
446
-15
-3% -$2.62K 0.03% 309
2024
Q4 		$79.4K Buy
461
+15
+3% +$2.63K 0.02% 297
2024
Q3 		$75.4K Sell
446
-5
-1% -$792 0.02% 324
2024
Q2 		$68.5K Hold
451
– – 0.02% 362
2024
Q1 		$70.6K Buy
451
+55
+14% +$8.07K 0.03% 338
2023
Q4 		$56.5K Buy
396
+91
+30% +$11K 0.03% 289
2023
Q3 		$33K Buy
+305
New +$35.7K 0.02% 333

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's SPG Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Simon Property Group (SPG) stake by 14% in Q2 2026, buying an estimated $23.7K and bringing the position to 923 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #336.

Annis Gardner Whiting Capital Advisors first reported a position in SPG in Q3 2023 and has held it in 12 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 923 shares of Simon Property Group worth $206K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 115 Simon Property Group shares in Q2 2026, an estimated $23.7K.
  • Simon Property Group made up 0.03% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #336 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Simon Property Group in Q3 2023 and has held it in 12 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.