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Dover Advisors’s Simon Property Group SPG Stock Holding History

Dover 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 		$278K Buy
+1,500
New +$309K 0.11% 133
2026
Q1 		– Sell
-1,500
Closed -$278K – 169
2025
Q4 		$278K Buy
+1,500
New +$273K 0.11% 142

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

Dover Advisors's SPG Position: Q2 2026 in Review

Dover Advisors opened a new position in Simon Property Group (SPG) in Q2 2026: 1,500 shares worth $278K. The stake represents 0.11% of the portfolio and ranks #133 among its holdings. This is a return to the name: Dover Advisors previously reported a position in SPG as recently as Q4 2025.

Dover Advisors first reported a position in SPG in Q4 2025 and has held it in 2 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Dover Advisors held 1,500 shares of Simon Property Group worth $278K as of Q2 2026.
  • Simon Property Group was a new Dover Advisors position in Q2 2026.
  • Simon Property Group made up 0.11% of Dover Advisors's portfolio in Q2 2026, its #133 holding.
  • Dover Advisors first reported a position in Simon Property Group in Q4 2025 and has held it in 2 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.