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KCM Investment Advisors’s Simon Property Group SPG Stock Holding History

KCM Investment 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 		$637K Buy
+2,846
New +$586K 0.02% 257
2018
Q1 		– Sell
-1,252
Closed -$215K – 534
2017
Q4 		$215K Sell
1,252
-100
-7% -$16.2K 0.01% 491
2017
Q3 		$218K Sell
1,352
-200
-13% -$31.9K 0.01% 494
2017
Q2 		$251K Sell
1,552
-476
-23% -$77.5K 0.02% 475
2017
Q1 		$349K Buy
2,028
+11
+0.5% +$1.97K 0.02% 413
2016
Q4 		$358K Hold
2,017
– – 0.02% 408
2016
Q3 		$418K Buy
2,017
+110
+6% +$23.9K 0.03% 396
2016
Q2 		$414K Buy
1,907
+164
+9% +$33.5K 0.03% 383
2016
Q1 		$362K Buy
1,743
+588
+51% +$113K 0.03% 388
2015
Q4 		$225K Sell
1,155
-15
-1% -$2.91K 0.02% 481
2015
Q3 		$215K Buy
+1,170
New +$215K 0.02% 487
2015
Q2 		– Sell
-1,155
Closed -$226K – 551
2015
Q1 		$226K Hold
1,155
– – 0.02% 487
2014
Q4 		$210K Buy
+1,155
New +$205K 0.02% 489

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

KCM Investment Advisors's SPG Position: Q2 2026 in Review

KCM Investment Advisors opened a new position in Simon Property Group (SPG) in Q2 2026: 2,846 shares worth $637K. The stake represents 0.02% of the portfolio and ranks #257 among its holdings. This is a return to the name: KCM Investment Advisors previously reported a position in SPG as recently as Q4 2017.

KCM Investment Advisors first reported a position in SPG in Q4 2014 and has held it in 13 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • KCM Investment Advisors held 2,846 shares of Simon Property Group worth $637K as of Q2 2026.
  • Simon Property Group was a new KCM Investment Advisors position in Q2 2026.
  • Simon Property Group made up 0.02% of KCM Investment Advisors's portfolio in Q2 2026, its #257 holding.
  • KCM Investment Advisors first reported a position in Simon Property Group in Q4 2014 and has held it in 13 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.