Back to SPG-PJ
Kestra Advisory Services, LLC → SPG-PJ
Kestra Advisory Services, LLC SPG-PJ Position History
Simon Property Group, Inc.
Quarters held
5
Latest value
$9.7M
Q3 2026
Peak value
$10.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.5M |
| Q4 2025 | $8.3M |
| Q1 2026 | $8.1M |
| Q2 2026 | $10.1M |
| Q3 2026 | $9.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.7M | 48.2K | — | — |
| Q2 2026 | $10.1M | 45.0K | — | — |
| Q1 2026 | $8.1M | 43.6K | — | — |
| Q4 2025 | $8.3M | 44.9K | — | — |
| Q3 2025 | $8.5M | 45.1K | — | — |
Other funds holding SPG-PJ
$8.1B
$8.1B
$7.3B
$7.1B
$4.6B
$4.6B
$4.1B