Kestra Investment Management, LLC
Position in SPG — Simon Property Group Inc.
CIK 1962449
AUSTIN, TX
Position in SPG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$802,008
+$254,356 QoQ
Shares Held
3,586
+22.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#670
of 1,353 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Kestra Investment Management, LLC holds $1,084,234 across 2 REIT - Retail names. SPG ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
3,586 | $802,008 | |
| 2 | FCPT |
Four Corners Property Trust, Inc.
|
11,496 | $282,226 |
All Filings in SPG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $802,008 | 3,586 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $547,652 | 2,936 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $903,151 | 4,879 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $884,113 | 4,711 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $32,955 | 205 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $34,046 | 205 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $22,042 | 128 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||