Spirit of America Management Corp’s Simon Property Group SPG Stock Holding History

Spirit of America Management Corp’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	$3.77M	Hold	16,850	–	–	0.71%	43
2026 Q1	$3.14M	Hold	16,850	–	–	0.62%	47
2025 Q4	$3.12M	Sell	16,850 -1,100	-6%	-$200K	0.66%	45
2025 Q3	$3.37M	Buy	17,950 +350	+2%	+$60.4K	0.68%	39
2025 Q2	$2.83M	Buy	17,600 +600	+4%	+$94.8K	0.59%	43
2025 Q1	$2.82M	Sell	17,000 -500	-3%	-$87.4K	0.57%	45
2024 Q4	$3.01M	Hold	17,500	–	–	0.61%	42
2024 Q3	$2.96M	Hold	17,500	–	–	0.59%	43
2024 Q2	$2.66M	Hold	17,500	–	–	0.54%	48
2024 Q1	$2.74M	Hold	17,500	–	–	0.55%	46
2023 Q4	$2.5M	Buy	17,500 +1,200	+7%	+$145K	0.55%	45
2023 Q3	$1.76M	Sell	16,300 -1,300	-7%	-$152K	0.4%	56
2023 Q2	$2.03M	Sell	17,600 -3,700	-17%	-$403K	0.46%	50
2023 Q1	$2.38M	Sell	21,300 -2,400	-10%	-$287K	0.53%	49
2022 Q4	$2.78M	Sell	23,700 -7,600	-24%	-$845K	0.63%	39
2022 Q3	$2.81M	Sell	31,300 -3,700	-11%	-$378K	0.67%	39
2022 Q2	$3.32M	Buy	35,000 +1,500	+4%	+$172K	0.75%	32
2022 Q1	$4.41M	Buy	33,500 +1,800	+6%	+$256K	0.86%	31
2021 Q4	$5.07M	Buy	31,700 +3,900	+14%	+$595K	1.02%	28
2021 Q3	$3.61M	Buy	27,800 +6,200	+29%	+$807K	0.78%	34
2021 Q2	$2.82M	Buy	21,600 +11,600	+116%	+$1.44M	0.6%	46
2021 Q1	$1.14M	Buy	10,000 +6,900	+223%	+$720K	0.27%	95
2020 Q4	$264K	Buy	3,100 +1,700	+121%	+$130K	0.07%	173
2020 Q3	$91K	Hold	1,400	–	–	0.02%	204
2020 Q2	$96K	Sell	1,400 -1,900	-58%	-$119K	0.02%	199
2020 Q1	$181K	Sell	3,300 -4,643	-58%	-$555K	0.06%	184
2019 Q4	$1.18M	Sell	7,943 -500	-6%	-$75K	0.21%	112
2019 Q3	$1.31M	Sell	8,443 -1,100	-12%	-$171K	0.21%	102
2019 Q2	$1.52M	Sell	9,543 -1,407	-13%	-$242K	0.23%	93
2019 Q1	$2M	Sell	10,950 -1,600	-13%	-$284K	0.29%	72
2018 Q4	$2.11M	Hold	12,550	–	–	0.33%	67
2018 Q3	$2.22M	Hold	12,550	–	–	0.28%	75
2018 Q2	$2.14M	Sell	12,550 -3,700	-23%	-$589K	0.26%	80
2018 Q1	$2.51M	Sell	16,250 -3,200	-16%	-$509K	0.33%	66
2017 Q4	$3.34M	Sell	19,450 -1,300	-6%	-$211K	0.37%	58
2017 Q3	$3.34M	Sell	20,750 -4,800	-19%	-$767K	0.35%	57
2017 Q2	$4.13M	Sell	25,550 -4,250	-14%	-$692K	0.45%	54
2017 Q1	$5.13M	Sell	29,800 -4,800	-14%	-$858K	0.54%	49
2016 Q4	$6.15M	Sell	34,600 -2,450	-7%	-$455K	0.72%	39
2016 Q3	$7.67M	Sell	37,050 -4,325	-10%	-$938K	1%	34
2016 Q2	$8.97M	Sell	41,375 -975	-2%	-$199K	1.31%	26
2016 Q1	$8.8M	Sell	42,350 -250	-0.6%	-$48K	1.56%	16
2015 Q4	$8.28M	Hold	42,600	–	–	1.59%	14
2015 Q3	$7.83M	Hold	42,600	–	–	1.63%	13
2015 Q2	$7.37M	Sell	42,600 -9,000	-17%	-$1.65M	1.42%	16
2015 Q1	$10.1M	Hold	51,600	–	–	2.14%	6
2014 Q4	$9.4M	Hold	51,600	–	–	2.39%	1
2014 Q3	$8.48M	Hold	51,600	–	–	2.58%	1
2014 Q2	$8.58M	Sell	51,600 -3,792	-7%	-$619K	3.42%	1
2014 Q1	$8.55M	Buy	55,392 +2,242	+4%	+$334K	3.52%	1
2013 Q4	$7.61M	Sell	53,150 -13,935	-21%	-$2.01M	6.02%	1
2013 Q3	$9.36M	Sell	67,085 -1,275	-2%	-$185K	3.44%	1
2013 Q2	$10.2M	Buy	+68,360	New	+$11M	3.66%	1

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spirit of America Management Corp's SPG Position: Q2 2026 in Review

Spirit of America Management Corp held its Simon Property Group (SPG) position steady in Q2 2026 at 16,850 shares worth $3.77M. The position accounts for 0.71% of the portfolio, ranked #43.

Spirit of America Management Corp first reported a position in SPG in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.2M in Q2 2013. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Spirit of America Management Corp held 16,850 shares of Simon Property Group worth $3.77M as of Q2 2026.
Spirit of America Management Corp left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.71% of Spirit of America Management Corp's portfolio in Q2 2026, its #43 holding.
Spirit of America Management Corp first reported a position in Simon Property Group in Q2 2013 and has held it in 53 quarters since.
Spirit of America Management Corp's Simon Property Group position peaked at $10.2M in Q2 2013.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.