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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$420K Buy
1,878
+641
+52% +$132K 0.02% 439
2026
Q1
$231K Buy
1,237
+30
+2% +$5.72K 0.01% 542
2025
Q4
$223K Buy
+1,207
New +$219K 0.02% 496
2025
Q2
Sell
-1,953
Closed -$324K 502
2025
Q1
$324K Sell
1,953
-157
-7% -$27.4K 0.03% 308
2024
Q4
$363K Buy
2,110
+48
+2% +$8.42K 0.03% 281
2024
Q3
$349K Buy
2,062
+297
+17% +$47K 0.03% 267
2024
Q2
$268K Buy
1,765
+356
+25% +$52.4K 0.03% 286
2024
Q1
$220K Buy
+1,409
New +$207K 0.03% 296
2021
Q1
Sell
-7
Closed -$1K 362
2020
Q4
$1K Sell
7
-367
-98% -$28K ﹤0.01% 399
2020
Q3
$24K Buy
+374
New +$24.5K 0.01% 262

Other funds holding SPG

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

Kathmere Capital Management increased its Simon Property Group (SPG) stake by 52% in Q2 2026, buying an estimated $132K and bringing the position to 1,878 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #439.

Kathmere Capital Management first reported a position in SPG in Q3 2020 and has held it in 10 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Kathmere Capital Management held 1,878 shares of Simon Property Group worth $420K as of Q2 2026.
  • Kathmere Capital Management bought 641 Simon Property Group shares in Q2 2026, an estimated $132K.
  • Simon Property Group made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #439 holding.
  • Kathmere Capital Management first reported a position in Simon Property Group in Q3 2020 and has held it in 10 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.