Kestra Advisory Services
SPG icon

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
Q3 		$9.7M Buy
48,198
+3,185
+7% +$693K 0.03% 579
2026
Q2 		$10.1M Buy
45,013
+1,378
+3% +$284K 0.03% 513
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Kestra Advisory Services's SPG Position: Q3 2026 in Review

Kestra Advisory Services increased its Simon Property Group (SPG) stake by 7.1% in Q3 2026, buying an estimated $693K and bringing the position to 48,198 shares worth $9.7M. The position accounts for 0.03% of the portfolio, ranked #579.

Kestra Advisory Services first reported a position in SPG in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.1M in Q2 2026. 987 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Kestra Advisory Services held 48,198 shares of Simon Property Group worth $9.7M as of Q3 2026.
  • Kestra Advisory Services bought 3,185 Simon Property Group shares in Q3 2026, an estimated $693K.
  • Simon Property Group made up 0.03% of Kestra Advisory Services's portfolio in Q3 2026, its #579 holding.
  • Kestra Advisory Services first reported a position in Simon Property Group in Q2 2023 and has held it in 13 quarters since.
  • Kestra Advisory Services's Simon Property Group position peaked at $10.1M in Q2 2026.
  • 987 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.