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Krilogy Financial’s Simon Property Group SPG Stock Holding History

Krilogy Financial’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 		$321K Sell
1,434
-47
-3% -$9.67K 0.01% 797
2026
Q1 		$298K Buy
1,481
+84
+6% +$16K 0.01% 745
2025
Q4 		$259K Sell
1,397
-175
-11% -$31.8K 0.01% 789
2025
Q3 		$285K Buy
+1,572
New +$271K 0.01% 701
2017
Q4 		– Sell
-100
Closed -$16K – 831
2017
Q3 		$16K Hold
100
– – ﹤0.01% 516
2017
Q2 		$16K Hold
100
– – ﹤0.01% 470
2017
Q1 		$18K Hold
100
– – 0.01% 436
2016
Q4 		$18K Hold
100
– – 0.01% 436
2016
Q3 		$21K Hold
100
– – 0.01% 437
2016
Q2 		$22K Sell
100
-100
-50% -$20.4K 0.01% 429
2016
Q1 		$42K Buy
+200
New +$38.4K 0.02% 288
2015
Q4 		– Sell
-200
Closed -$37K – 585
2015
Q3 		$37K Buy
+200
New +$36.7K 0.02% 238

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

Krilogy Financial's SPG Position: Q2 2026 in Review

Krilogy Financial reduced its Simon Property Group (SPG) stake by 3.2% in Q2 2026, selling an estimated $9.67K and leaving 1,434 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #797.

Krilogy Financial first reported a position in SPG in Q3 2015 and has held it in 12 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Krilogy Financial held 1,434 shares of Simon Property Group worth $321K as of Q2 2026.
  • Krilogy Financial sold 47 Simon Property Group shares in Q2 2026, an estimated $9.67K.
  • Simon Property Group made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #797 holding.
  • Krilogy Financial first reported a position in Simon Property Group in Q3 2015 and has held it in 12 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.