GKV Capital Management’s Simon Property Group SPG Stock Holding History

GKV Capital Management’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	$982K	Buy	4,391 +571	+15%	+$117K	0.32%	57
2026 Q1	$713K	Sell	3,820 -100	-3%	-$19.1K	0.27%	64
2025 Q4	$726K	Hold	3,920	–	–	0.27%	60
2025 Q3	$736K	Buy	3,920 +50	+1%	+$8.63K	0.29%	59
2025 Q2	$622K	Sell	3,870 -10,630	-73%	-$1.68M	0.28%	60
2025 Q1	$2.41M	Buy	14,500 +3,330	+30%	+$582K	1.2%	25
2024 Q4	$1.92M	Buy	+11,170	New	+$1.96M	0.78%	36

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 $3.37T AUM 44.26% 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

GKV Capital Management's SPG Position: Q2 2026 in Review

GKV Capital Management increased its Simon Property Group (SPG) stake by 15% in Q2 2026, buying an estimated $117K and bringing the position to 4,391 shares worth $982K. The position accounts for 0.32% of the portfolio, ranked #57.

GKV Capital Management first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.41M in Q1 2025. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

GKV Capital Management held 4,391 shares of Simon Property Group worth $982K as of Q2 2026.
GKV Capital Management bought 571 Simon Property Group shares in Q2 2026, an estimated $117K.
Simon Property Group made up 0.32% of GKV Capital Management's portfolio in Q2 2026, its #57 holding.
GKV Capital Management first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
GKV Capital Management's Simon Property Group position peaked at $2.41M in Q1 2025.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on GKV Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.