Cohen Klingenstein’s Simon Property Group SPG Stock Holding History

Cohen Klingenstein’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	$693K	Hold	3,100	–	–	0.02%	176
2026 Q1	$578K	Hold	3,100	–	–	0.02%	184
2025 Q4	$574K	Hold	3,100	–	–	0.02%	180
2025 Q3	$582K	Hold	3,100	–	–	0.02%	180
2025 Q2	$498K	Hold	3,100	–	–	0.02%	183
2025 Q1	$515K	Hold	3,100	–	–	0.02%	184
2024 Q4	$534K	Hold	3,100	–	–	0.02%	184
2024 Q3	$524K	Hold	3,100	–	–	0.02%	198
2024 Q2	$471K	Hold	3,100	–	–	0.02%	200
2024 Q1	$485K	Hold	3,100	–	–	0.02%	195
2023 Q4	$442K	Hold	3,100	–	–	0.02%	199
2023 Q3	$335K	Hold	3,100	–	–	0.02%	206
2023 Q2	$358K	Hold	3,100	–	–	0.02%	202
2023 Q1	$347K	Hold	3,100	–	–	0.02%	205
2022 Q4	$364K	Hold	3,100	–	–	0.02%	203
2022 Q3	$278K	Hold	3,100	–	–	0.01%	213
2022 Q2	$294K	Hold	3,100	–	–	0.01%	214
2022 Q1	$408K	Hold	3,100	–	–	0.02%	206
2021 Q4	$495K	Hold	3,100	–	–	0.02%	197
2021 Q3	$403K	Hold	3,100	–	–	0.02%	224
2021 Q2	$404K	Hold	3,100	–	–	0.02%	222
2021 Q1	$353K	Hold	3,100	–	–	0.02%	226
2020 Q4	$264K	Hold	3,100	–	–	0.01%	228
2020 Q3	$201K	Hold	3,100	–	–	0.01%	229
2020 Q2	$212K	Buy	+3,100	New	+$194K	0.01%	230
2020 Q1	–	Sell	-3,100	Closed	-$462K	–	235
2019 Q4	$462K	Hold	3,100	–	–	0.03%	211
2019 Q3	$483K	Hold	3,100	–	–	0.03%	205
2019 Q2	$495K	Hold	3,100	–	–	0.04%	177
2019 Q1	$565K	Hold	3,100	–	–	0.04%	144
2018 Q4	$521K	Hold	3,100	–	–	0.08%	120
2018 Q3	$548K	Hold	3,100	–	–	0.07%	129
2018 Q2	$528K	Hold	3,100	–	–	0.07%	131
2018 Q1	$478K	Hold	3,100	–	–	0.07%	130
2017 Q4	$532K	Hold	3,100	–	–	0.08%	127
2017 Q3	$499K	Hold	3,100	–	–	0.08%	128
2017 Q2	$501K	Hold	3,100	–	–	0.08%	125
2017 Q1	$533K	Hold	3,100	–	–	0.09%	123
2016 Q4	$551K	Hold	3,100	–	–	0.09%	119
2016 Q3	$642K	Hold	3,100	–	–	0.11%	107
2016 Q2	$672K	Hold	3,100	–	–	0.12%	104
2016 Q1	$644K	Hold	3,100	–	–	0.12%	104
2015 Q4	$603K	Hold	3,100	–	–	0.11%	108
2015 Q3	$570K	Hold	3,100	–	–	0.11%	108
2015 Q2	$536K	Hold	3,100	–	–	0.1%	121
2015 Q1	$606K	Hold	3,100	–	–	0.11%	110
2014 Q4	$565K	Hold	3,100	–	–	0.11%	115
2014 Q3	$510K	Hold	3,100	–	–	0.09%	121
2014 Q2	$515K	Sell	3,100 -195	-6%	-$31.8K	0.1%	120
2014 Q1	$508K	Hold	3,295	–	–	0.1%	119
2013 Q4	$472K	Hold	3,295	–	–	0.09%	123
2013 Q3	$460K	Hold	3,295	–	–	0.1%	124
2013 Q2	$490K	Buy	+3,295	New	+$528K	0.11%	108

Other funds holding SPG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cohen Klingenstein's SPG Position: Q2 2026 in Review

Cohen Klingenstein held its Simon Property Group (SPG) position steady in Q2 2026 at 3,100 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #176.

Cohen Klingenstein first reported a position in SPG in Q2 2013 and has held it in 52 quarters since. 520 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Cohen Klingenstein held 3,100 shares of Simon Property Group worth $693K as of Q2 2026.
Cohen Klingenstein left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.02% of Cohen Klingenstein's portfolio in Q2 2026, its #176 holding.
Cohen Klingenstein first reported a position in Simon Property Group in Q2 2013 and has held it in 52 quarters since.
520 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Cohen Klingenstein's 13F filing for Q2 2026, filed 15 Jul 2026.