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Atlantic Union Bankshares’s Simon Property Group SPG Stock Holding History

Atlantic Union Bankshares’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 		$73.8K Sell
330
-33
-9% -$6.79K ﹤0.01% 859
2026
Q1 		$67.7K Buy
363
+174
+92% +$33.2K ﹤0.01% 839
2025
Q4 		$35K Sell
189
-20
-10% -$3.63K ﹤0.01% 988
2025
Q3 		$39.2K Buy
209
+123
+143% +$21.2K ﹤0.01% 968
2025
Q2 		$13.8K Buy
+86
New +$13.6K ﹤0.01% 875

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

Atlantic Union Bankshares's SPG Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its Simon Property Group (SPG) stake by 9.1% in Q2 2026, selling an estimated $6.79K and leaving 330 shares worth $73.8K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Atlantic Union Bankshares first reported a position in SPG in Q2 2025 and has held it in 5 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Atlantic Union Bankshares held 330 shares of Simon Property Group worth $73.8K as of Q2 2026.
  • Atlantic Union Bankshares sold 33 Simon Property Group shares in Q2 2026, an estimated $6.79K.
  • Simon Property Group made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #859 holding.
  • Atlantic Union Bankshares first reported a position in Simon Property Group in Q2 2025 and has held it in 5 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.