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Kovack Advisors’s Simon Property Group SPG Stock Holding History

Kovack 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 		$572K Sell
2,563
-5
-0.2% -$1.03K 0.03% 581
2026
Q1 		$483K Buy
2,568
+135
+6% +$25.7K 0.03% 596
2025
Q4 		$450K Buy
2,433
+712
+41% +$129K 0.02% 625
2025
Q3 		$323K Sell
1,721
-21
-1% -$3.63K 0.03% 442
2025
Q2 		$280K Sell
1,742
-15
-0.9% -$2.37K 0.03% 486
2025
Q1 		$292K Buy
1,757
+189
+12% +$33K 0.03% 433
2024
Q4 		$270K Buy
1,568
+160
+11% +$28.1K 0.03% 480
2024
Q3 		$238K Sell
1,408
-346
-20% -$54.8K 0.03% 499
2024
Q2 		$266K Sell
1,754
-316
-15% -$46.5K 0.03% 449
2024
Q1 		$324K Buy
2,070
+103
+5% +$15.1K 0.04% 328
2023
Q4 		$281K Buy
+1,967
New +$238K 0.03% 432
2022
Q1 		– Sell
-6,692
Closed -$1.07M – 815
2021
Q4 		$1.07M Buy
6,692
+517
+8% +$78.9K 0.1% 210
2021
Q3 		$803K Buy
+6,175
New +$804K 0.09% 268
2020
Q4 		– Sell
-9,575
Closed -$619K – 654
2020
Q3 		$619K Buy
+9,575
New +$628K 0.11% 200
2020
Q1 		– Sell
-2,158
Closed -$321K – 540
2019
Q4 		$321K Buy
+2,158
New +$324K 0.06% 343

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

Kovack Advisors's SPG Position: Q2 2026 in Review

Kovack Advisors reduced its Simon Property Group (SPG) stake by 0.19% in Q2 2026, selling an estimated $1.03K and leaving 2,563 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #581.

Kovack Advisors first reported a position in SPG in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.07M in Q4 2021. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Kovack Advisors held 2,563 shares of Simon Property Group worth $572K as of Q2 2026.
  • Kovack Advisors sold 5 Simon Property Group shares in Q2 2026, an estimated $1.03K.
  • Simon Property Group made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #581 holding.
  • Kovack Advisors first reported a position in Simon Property Group in Q4 2019 and has held it in 15 quarters since.
  • Kovack Advisors's Simon Property Group position peaked at $1.07M in Q4 2021.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.