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

Kestra Investment Management’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 		$802K Buy
3,586
+650
+22% +$134K 0.02% 260
2026
Q1 		$548K Sell
2,936
-1,943
-40% -$371K 0.01% 282
2025
Q4 		$903K Buy
4,879
+168
+4% +$30.5K 0.02% 215
2025
Q3 		$884K Sell
4,711
-891
-16% -$154K 0.02% 212
2025
Q2 		$902K Buy
5,602
+5,397
+2,633% +$853K 0.01% 296
2025
Q1 		$34K Buy
205
+77
+60% +$13.5K ﹤0.01% 500
2024
Q4 		$22.1K Buy
+128
New +$22.5K ﹤0.01% 700

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

Kestra Investment Management's SPG Position: Q2 2026 in Review

Kestra Investment Management increased its Simon Property Group (SPG) stake by 22% in Q2 2026, buying an estimated $134K and bringing the position to 3,586 shares worth $802K. The position accounts for 0.02% of the portfolio, ranked #260.

Kestra Investment Management first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. The position peaked at $903K in Q4 2025. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Kestra Investment Management held 3,586 shares of Simon Property Group worth $802K as of Q2 2026.
  • Kestra Investment Management bought 650 Simon Property Group shares in Q2 2026, an estimated $134K.
  • Simon Property Group made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #260 holding.
  • Kestra Investment Management first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Simon Property Group position peaked at $903K in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.