Kapitalo Investimentos’s Simon Property Group SPG Stock Holding History

Kapitalo Investimentos’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
2025 Q2	–	Sell	-1,703	Closed	-$283K	–	165
2025 Q1	$283K	Buy	1,703 +1,049	+160%	+$183K	0.06%	42
2024 Q4	$113K	Buy	+654	New	+$115K	0.08%	149
2024 Q2	–	Sell	-2,395	Closed	-$375K	–	293
2024 Q1	$375K	Buy	+2,395	New	+$351K	0.08%	130
2023 Q4	–	Sell	-2,532	Closed	-$274K	–	697
2023 Q3	$274K	Buy	+2,532	New	+$297K	0.04%	216
2023 Q2	–	Sell	-2,845	Closed	-$319K	–	682
2023 Q1	$319K	Buy	+2,845	New	+$340K	0.1%	76

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kapitalo Investimentos's SPG Position: Q2 2025 in Review

Kapitalo Investimentos sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 1,703 shares — an estimated $283K sold.

Kapitalo Investimentos first reported a position in SPG in Q1 2023 and held it in 5 quarters. The position peaked at $375K in Q1 2024. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Kapitalo Investimentos reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
Kapitalo Investimentos sold 1,703 Simon Property Group shares in Q2 2025, an estimated $283K.
Kapitalo Investimentos first reported a position in Simon Property Group in Q1 2023 and held it in 5 quarters.
Kapitalo Investimentos's Simon Property Group position peaked at $375K in Q1 2024.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Kapitalo Investimentos's 13F filing for Q2 2025, filed 14 Jul 2025.