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Kingsview Wealth Management’s Simon Property Group SPG Stock Holding History

Kingsview Wealth 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 		$3.32M Sell
14,835
-31,959
-68% -$6.58M 0.04% 438
2026
Q1 		$8.73M Buy
46,794
+4,492
+11% +$857K 0.12% 153
2025
Q4 		$7.83M Buy
42,302
+736
+2% +$134K 0.11% 173
2025
Q3 		$7.8M Sell
41,566
-3,379
-8% -$583K 0.12% 180
2025
Q2 		$7.23M Sell
44,945
-176,287
-80% -$27.9M 0.12% 178
2025
Q1 		$36.7M Buy
221,232
+219,742
+14,748% +$38.4M 0.69% 30
2024
Q4 		$257K Buy
1,490
+2
+0.1% +$351 0.01% 964
2024
Q3 		$252K Sell
1,488
-151
-9% -$23.9K 0.01% 941
2024
Q2 		$249K Buy
+1,639
New +$241K 0.01% 908
2024
Q1 		– Sell
-1,592
Closed -$227K – 1067
2023
Q4 		$227K Buy
+1,592
New +$192K 0.01% 859
2023
Q2 		– Sell
-25,715
Closed -$2.88M – 973
2023
Q1 		$2.88M Buy
+25,715
New +$3.07M 0.12% 182
2022
Q4 		– Sell
-3,804
Closed -$341K – 901
2022
Q3 		$341K Buy
3,804
+356
+10% +$36.4K 0.02% 601
2022
Q2 		$327K Buy
3,448
+193
+6% +$22.1K 0.02% 640
2022
Q1 		$428K Buy
+3,255
New +$464K 0.02% 608
2020
Q4 		– Sell
-3,972
Closed -$257K – 778
2020
Q3 		$257K Buy
+3,972
New +$260K 0.02% 512

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

Kingsview Wealth Management's SPG Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Simon Property Group (SPG) stake by 68% in Q2 2026, selling an estimated $6.58M and leaving 14,835 shares worth $3.32M. The position accounts for 0.04% of the portfolio, ranked #438.

Kingsview Wealth Management first reported a position in SPG in Q3 2020 and has held it in 15 quarters since. The position peaked at $36.7M in Q1 2025. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Kingsview Wealth Management held 14,835 shares of Simon Property Group worth $3.32M as of Q2 2026.
  • Kingsview Wealth Management sold 31,959 Simon Property Group shares in Q2 2026, an estimated $6.58M.
  • Simon Property Group made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #438 holding.
  • Kingsview Wealth Management first reported a position in Simon Property Group in Q3 2020 and has held it in 15 quarters since.
  • Kingsview Wealth Management's Simon Property Group position peaked at $36.7M in Q1 2025.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.