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KMG Fiduciary Partners’s Simon Property Group SPG Stock Holding History

KMG Fiduciary Partners’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 		$1.56M Buy
6,972
+4,542
+187% +$935K 0.14% 103
2026
Q1 		$453K Buy
2,430
+282
+13% +$53.8K 0.03% 205
2025
Q4 		$398K Buy
2,148
+704
+49% +$128K 0.03% 212
2025
Q3 		$271K Buy
1,444
+5
+0.3% +$863 0.02% 266
2025
Q2 		$231K Buy
1,439
+46
+3% +$7.27K 0.02% 277
2025
Q1 		$231K Buy
1,393
+5
+0.4% +$874 0.02% 268
2024
Q4 		$239K Buy
1,388
+1
+0.1% +$176 0.02% 257
2024
Q3 		$234K Buy
1,387
+12
+0.9% +$1.9K 0.02% 254
2024
Q2 		$209K Sell
1,375
-19
-1% -$2.8K 0.02% 236
2024
Q1 		$218K Sell
1,394
-824
-37% -$121K 0.02% 231
2023
Q4 		$316K Buy
2,218
+46
+2% +$5.56K 0.04% 197
2023
Q3 		$235K Hold
2,172
– – 0.03% 213
2023
Q2 		$251K Sell
2,172
-1,629
-43% -$177K 0.03% 212
2023
Q1 		$426K Sell
3,801
-5,815
-60% -$694K 0.06% 180
2022
Q4 		$1.13M Buy
9,616
+21
+0.2% +$2.33K 0.19% 114
2022
Q3 		$861K Sell
9,595
-131
-1% -$13.4K 0.17% 111
2022
Q2 		$923K Buy
9,726
+3,059
+46% +$351K 0.17% 110
2022
Q1 		$877K Buy
6,667
+4,416
+196% +$629K 0.14% 117
2021
Q4 		$360K Buy
2,251
+198
+10% +$30.2K 0.06% 158
2021
Q3 		$267K Buy
2,053
+101
+5% +$13.1K 0.05% 176
2021
Q2 		$255K Buy
+1,952
New +$243K 0.05% 180

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

KMG Fiduciary Partners's SPG Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Simon Property Group (SPG) stake by 187% in Q2 2026, buying an estimated $935K and bringing the position to 6,972 shares worth $1.56M. The position accounts for 0.14% of the portfolio, ranked #103.

KMG Fiduciary Partners first reported a position in SPG in Q2 2021 and has held it in 21 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • KMG Fiduciary Partners held 6,972 shares of Simon Property Group worth $1.56M as of Q2 2026.
  • KMG Fiduciary Partners bought 4,542 Simon Property Group shares in Q2 2026, an estimated $935K.
  • Simon Property Group made up 0.14% of KMG Fiduciary Partners's portfolio in Q2 2026, its #103 holding.
  • KMG Fiduciary Partners first reported a position in Simon Property Group in Q2 2021 and has held it in 21 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.