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Kelleher Financial Advisors’s Simon Property Group SPG Stock Holding History

Kelleher Financial 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 		$15.9K Buy
71
+19
+37% +$3.91K ﹤0.01% 576
2026
Q1 		$8.36K Hold
52
– – ﹤0.01% 556
2025
Q4 		$9.63K Hold
52
– – ﹤0.01% 582
2025
Q3 		$9.76K Buy
+52
New +$8.98K ﹤0.01% 500

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

Kelleher Financial Advisors's SPG Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Simon Property Group (SPG) stake by 37% in Q2 2026, buying an estimated $3.91K and bringing the position to 71 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Kelleher Financial Advisors first reported a position in SPG in Q3 2025 and has held it in 4 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Kelleher Financial Advisors held 71 shares of Simon Property Group worth $15.9K as of Q2 2026.
  • Kelleher Financial Advisors bought 19 Simon Property Group shares in Q2 2026, an estimated $3.91K.
  • Simon Property Group made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #576 holding.
  • Kelleher Financial Advisors first reported a position in Simon Property Group in Q3 2025 and has held it in 4 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.