KFP
SPG icon

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

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return