Kestra Private Wealth Services’s Simon Property Group SPG Stock Holding History

Kestra Private Wealth 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 Q2	$2.84M	Sell	12,686 -701	-5%	-$144K	0.03%	487
2026 Q1	$2.5M	Buy	13,387 +239	+2%	+$45.6K	0.03%	490
2025 Q4	$2.43M	Buy	13,148 +600	+5%	+$109K	0.03%	485
2025 Q3	$2.35M	Sell	12,548 -4,791	-28%	-$827K	0.03%	480
2025 Q2	$2.79M	Buy	17,339 +1,644	+10%	+$260K	0.04%	410
2025 Q1	$2.61M	Sell	15,695 -198	-1%	-$34.6K	0.04%	390
2024 Q4	$2.74M	Buy	15,893 +12,758	+407%	+$2.24M	0.05%	357
2024 Q3	$530K	Sell	3,135 -1,348	-30%	-$213K	0.01%	852
2024 Q2	$681K	Sell	4,483 -86	-2%	-$12.7K	0.01%	714
2024 Q1	$715K	Buy	4,569 +1,990	+77%	+$292K	0.02%	662
2023 Q4	$368K	Buy	+2,579	New	+$312K	0.01%	858

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Private Wealth Services's SPG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Simon Property Group (SPG) stake by 5.2% in Q2 2026, selling an estimated $144K and leaving 12,686 shares worth $2.84M. The position accounts for 0.03% of the portfolio, ranked #487.

Kestra Private Wealth Services first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Kestra Private Wealth Services held 12,686 shares of Simon Property Group worth $2.84M as of Q2 2026.
Kestra Private Wealth Services sold 701 Simon Property Group shares in Q2 2026, an estimated $144K.
Simon Property Group made up 0.03% of Kestra Private Wealth Services's portfolio in Q2 2026, its #487 holding.
Kestra Private Wealth Services first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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