Kestra Advisory Services’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
$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

Kestra Advisory Services's SPG Position: Q2 2026 in Review

Kestra Advisory Services increased its Simon Property Group (SPG) stake by 3.2% in Q2 2026, buying an estimated $284K and bringing the position to 45,013 shares worth $10.1M. The position accounts for 0.03% of the portfolio, ranked #513.

Kestra Advisory Services first reported a position in SPG in Q2 2023 and has held it in 12 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Kestra Advisory Services held 45,013 shares of Simon Property Group worth $10.1M as of Q2 2026.
  • Kestra Advisory Services bought 1,378 Simon Property Group shares in Q2 2026, an estimated $284K.
  • Simon Property Group made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #513 holding.
  • Kestra Advisory Services first reported a position in Simon Property Group in Q2 2023 and has held it in 12 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.