KFI
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Key Financial Inc’s Simon Property Group SPG Stock Holding History

Key Financial Inc’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 		$67.1K Hold
300
– – 0.01% 487
2026
Q1 		$56K Buy
300
+43
+17% +$8.2K 0.01% 503
2025
Q4 		$47.6K Sell
257
-100
-28% -$18.2K 0.01% 531
2025
Q3 		$66.3K Buy
357
+102
+40% +$17.6K 0.01% 465
2025
Q2 		$41K Hold
255
– – 0.01% 541
2025
Q1 		$42.4K Hold
255
– – 0.01% 505
2024
Q4 		$43.9K Hold
255
– – 0.01% 499
2024
Q3 		$43.1K Buy
255
+8
+3% +$1.27K 0.01% 500
2024
Q2 		$37.5K Hold
247
– – 0.01% 518
2024
Q1 		$38.7K Hold
247
– – 0.01% 481
2023
Q4 		$35.2K Hold
247
– – 0.01% 485
2023
Q3 		$26.7K Hold
247
– – 0.01% 509
2023
Q2 		$28.5K Buy
247
+33
+15% +$3.59K 0.01% 500
2023
Q1 		$24K Buy
214
+100
+88% +$11.9K 0.01% 511
2022
Q4 		$10.2K Hold
114
– – ﹤0.01% 625
2022
Q3 		$10K Hold
114
– – ﹤0.01% 637
2022
Q2 		$11K Hold
114
– – 0.01% 614
2022
Q1 		$15K Hold
114
– – 0.01% 547
2021
Q4 		$18K Hold
114
– – 0.01% 505
2021
Q3 		$15K Sell
114
-70
-38% -$9.11K 0.01% 515
2021
Q2 		$23K Hold
184
– – 0.01% 447
2021
Q1 		$21K Hold
184
– – 0.01% 398
2020
Q4 		$16K Buy
+184
New +$14.1K 0.01% 402
2020
Q2 		– Sell
-159
Closed -$9K – 542
2020
Q1 		$9K Buy
+159
New +$19K 0.01% 423

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

Key Financial Inc's SPG Position: Q2 2026 in Review

Key Financial Inc held its Simon Property Group (SPG) position steady in Q2 2026 at 300 shares worth $67.1K. The position accounts for 0.01% of the portfolio, ranked #487.

Key Financial Inc first reported a position in SPG in Q1 2020 and has held it in 24 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Key Financial Inc held 300 shares of Simon Property Group worth $67.1K as of Q2 2026.
  • Key Financial Inc left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #487 holding.
  • Key Financial Inc first reported a position in Simon Property Group in Q1 2020 and has held it in 24 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.