Kestra Investment Management’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$902K Buy
5,602
+5,397
+2,633% +$869K 0.01% 296
2025
Q1
$34K Buy
205
+77
+60% +$12.8K ﹤0.01% 500
2024
Q4
$22.1K Buy
+128
New +$22.1K ﹤0.01% 699