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KG&L Capital Management’s Simon Property Group SPG Stock Holding History

KG&L 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
Q1 		$1.14M Sell
6,561
-1,211
-16% -$231K 0.82% 33
2025
Q4 		$1.35M Sell
7,772
-100
-1% -$18.2K 0.34% 61
2025
Q3 		$1.39M Sell
7,872
-365
-4% -$63K 0.37% 61
2025
Q2 		$1.27M Sell
8,237
-1,200
-13% -$190K 0.37% 57
2025
Q1 		$1.51M Sell
9,437
-1,605
-15% -$281K 0.49% 48
2024
Q4 		$1.83M Sell
11,042
-39
-0.4% -$6.84K 0.59% 39
2024
Q3 		$1.81M Sell
11,081
-1,200
-10% -$190K 0.58% 38
2024
Q2 		$1.82M Hold
12,281
– – 0.63% 35
2024
Q1 		$1.87M Hold
12,281
– – 0.74% 30
2023
Q4 		$1.72M Sell
12,281
-50
-0.4% -$6.04K 0.72% 30
2023
Q3 		$1.34M Sell
12,331
-199
-2% -$23.3K 0.65% 35
2023
Q2 		$1.45M Buy
12,530
+100
+0.8% +$10.9K 0.69% 35
2023
Q1 		$1.39M Sell
12,430
-113
-0.9% -$13.5K 0.73% 33
2022
Q4 		$1.47M Sell
12,543
-1,180
-9% -$131K 0.85% 26
2022
Q3 		$1.23M Buy
13,723
+1,470
+12% +$150K 0.7% 35
2022
Q2 		$1.16M Buy
12,253
+1,300
+12% +$149K 0.63% 39
2022
Q1 		$1.44M Buy
10,953
+200
+2% +$28.5K 0.6% 43
2021
Q4 		$1.72M Hold
10,753
– – 0.69% 38
2021
Q3 		$1.4M Buy
10,753
+500
+5% +$65.1K 0.61% 47
2021
Q2 		$1.34M Hold
10,253
– – 0.61% 44
2021
Q1 		$1.17M Sell
10,253
-690
-6% -$72K 0.58% 45
2020
Q4 		$933K Buy
10,943
+2,783
+34% +$213K 0.51% 46
2020
Q3 		$527K Buy
+8,160
New +$535K 0.33% 62

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KG&L Capital Management's SPG Position: Q1 2026 in Review

KG&L Capital Management reduced its Simon Property Group (SPG) stake by 16% in Q1 2026, selling an estimated $231K and leaving 6,561 shares worth $1.14M. The position accounts for 0.82% of the portfolio, ranked #33.

KG&L Capital Management first reported a position in SPG in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.87M in Q1 2024. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • KG&L Capital Management held 6,561 shares of Simon Property Group worth $1.14M as of Q1 2026.
  • KG&L Capital Management sold 1,211 Simon Property Group shares in Q1 2026, an estimated $231K.
  • Simon Property Group made up 0.82% of KG&L Capital Management's portfolio in Q1 2026, its #33 holding.
  • KG&L Capital Management first reported a position in Simon Property Group in Q3 2020 and has held it in 23 quarters since.
  • KG&L Capital Management's Simon Property Group position peaked at $1.87M in Q1 2024.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.