Kestra Advisory Services’s Simon Property Group SPG Stock Holding History

Kestra Advisory Services’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 Q1	$8.14M	Sell	43,635 -1,256	-3%	-$240K	0.03%	541
2025 Q4	$8.31M	Sell	44,891 -226	-0.5%	-$41.1K	0.03%	487
2025 Q3	$8.47M	Buy	45,117 +20,460	+83%	+$3.53M	0.04%	458
2025 Q2	$3.96M	Buy	24,657 +1,672	+7%	+$264K	0.02%	749
2025 Q1	$3.82M	Buy	22,985 +2,132	+10%	+$373K	0.02%	683
2024 Q4	$3.59M	Buy	20,853 +15,468	+287%	+$2.71M	0.02%	722
2024 Q3	$910K	Sell	5,385 -16,828	-76%	-$2.66M	0.01%	1381
2024 Q2	$3.37M	Sell	22,213 -427	-2%	-$62.9K	0.02%	733
2024 Q1	$3.54M	Buy	22,640 +17,477	+339%	+$2.56M	0.02%	643
2023 Q4	$736K	Buy	+5,163	New	+$624K	0.01%	1282
2023 Q3	–	Sell	-3,312	Closed	-$382K	–	2222
2023 Q2	$382K	Buy	+3,312	New	+$361K	﹤0.01%	1457

Other funds holding SPG

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

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

Kestra Advisory Services's SPG Position: Q1 2026 in Review

Kestra Advisory Services reduced its Simon Property Group (SPG) stake by 2.8% in Q1 2026, selling an estimated $240K and leaving 43,635 shares worth $8.14M. The position accounts for 0.03% of the portfolio, ranked #541.

Kestra Advisory Services first reported a position in SPG in Q2 2023 and has held it in 11 quarters since. The position peaked at $8.47M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Kestra Advisory Services held 43,635 shares of Simon Property Group worth $8.14M as of Q1 2026.
Kestra Advisory Services sold 1,256 Simon Property Group shares in Q1 2026, an estimated $240K.
Simon Property Group made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #541 holding.
Kestra Advisory Services first reported a position in Simon Property Group in Q2 2023 and has held it in 11 quarters since.
Kestra Advisory Services's Simon Property Group position peaked at $8.47M in Q3 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.