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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
Q3 		$1.41M Buy
7,008
+36
+0.5% +$7.84K 0.14% 99
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

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

KMG Fiduciary Partners's SPG Position: Q3 2026 in Review

KMG Fiduciary Partners increased its Simon Property Group (SPG) stake by 0.52% in Q3 2026, buying an estimated $7.84K and bringing the position to 7,008 shares worth $1.41M. The position accounts for 0.14% of the portfolio, ranked #99.

KMG Fiduciary Partners first reported a position in SPG in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.56M in Q2 2026. 157 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • KMG Fiduciary Partners held 7,008 shares of Simon Property Group worth $1.41M as of Q3 2026.
  • KMG Fiduciary Partners bought 36 Simon Property Group shares in Q3 2026, an estimated $7.84K.
  • Simon Property Group made up 0.14% of KMG Fiduciary Partners's portfolio in Q3 2026, its #99 holding.
  • KMG Fiduciary Partners first reported a position in Simon Property Group in Q2 2021 and has held it in 22 quarters since.
  • KMG Fiduciary Partners's Simon Property Group position peaked at $1.56M in Q2 2026.
  • 157 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.