KCM
SPG icon

Key Capital Management’s Simon Property Group SPG Stock Holding History

Key Capital 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 		$45.2K Sell
202
-26
-11% -$5.35K 0.02% 172
2026
Q1 		$42.5K Sell
228
-134
-37% -$25.6K 0.03% 167
2025
Q4 		$67K Buy
+362
New +$65.8K 0.07% 114

Other funds holding SPG

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Key Capital Management's SPG Position: Q2 2026 in Review

Key Capital Management reduced its Simon Property Group (SPG) stake by 11% in Q2 2026, selling an estimated $5.35K and leaving 202 shares worth $45.2K. The position accounts for 0.02% of the portfolio, ranked #172.

Key Capital Management first reported a position in SPG in Q4 2025 and has held it in 3 quarters since. The position peaked at $67K in Q4 2025. 724 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Key Capital Management held 202 shares of Simon Property Group worth $45.2K as of Q2 2026.
  • Key Capital Management sold 26 Simon Property Group shares in Q2 2026, an estimated $5.35K.
  • Simon Property Group made up 0.02% of Key Capital Management's portfolio in Q2 2026, its #172 holding.
  • Key Capital Management first reported a position in Simon Property Group in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's Simon Property Group position peaked at $67K in Q4 2025.
  • 724 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.