Kovitz Investment Group Partners
SPG icon

Kovitz Investment Group Partners’s Simon Property Group SPG Stock Holding History

Kovitz Investment Group 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
2025
Q4 		– Sell
-1,347
Closed -$253K – 1200
2025
Q3 		$253K Sell
1,347
-97
-7% -$16.7K ﹤0.01% 1259
2025
Q2 		$232K Sell
1,444
-72
-5% -$11.4K ﹤0.01% 1233
2025
Q1 		$252K Buy
1,516
+152
+11% +$26.6K ﹤0.01% 1106
2024
Q4 		$236K Buy
+1,364
New +$239K ﹤0.01% 1116

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Geode Capital Management
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kovitz Investment Group Partners's SPG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 1,347 shares — an estimated $253K sold.

Kovitz Investment Group Partners first reported a position in SPG in Q4 2024 and held it in 4 quarters. The position peaked at $253K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,347 Simon Property Group shares in Q4 2025, an estimated $253K.
  • Kovitz Investment Group Partners first reported a position in Simon Property Group in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Simon Property Group position peaked at $253K in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.