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Costello Asset Management’s Simon Property Group SPG Stock Holding History

Costello Asset Management’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 		$3.8K Hold
17
– – ﹤0.01% 613
2026
Q1 		$3.17K Hold
17
– – ﹤0.01% 601
2025
Q4 		$3.15K Hold
17
– – ﹤0.01% 604
2025
Q3 		$3.19K Sell
17
-79
-82% -$13.6K ﹤0.01% 590
2025
Q2 		$15.4K Buy
96
+9
+10% +$1.42K 0.01% 414
2025
Q1 		$14.4K Buy
87
+24
+38% +$4.2K 0.01% 403
2024
Q4 		$10.8K Buy
63
+3
+5% +$527 0.01% 139
2024
Q3 		$10.1K Sell
60
-2
-3% -$317 0.01% 144
2024
Q2 		$9.41K Buy
62
+2
+3% +$295 0.01% 131
2024
Q1 		$9.39K Buy
60
+9
+18% +$1.32K 0.01% 145
2023
Q4 		$7.28K Buy
51
+1
+2% +$121 0.01% 148
2023
Q3 		$5.4K Buy
50
+5
+11% +$586 0.01% 159
2023
Q2 		$5.2K Buy
45
+3
+7% +$327 ﹤0.01% 160
2023
Q1 		$4.7K Buy
42
+2
+5% +$239 ﹤0.01% 176
2022
Q4 		$4.7K Hold
40
– – ﹤0.01% 173
2022
Q3 		$4K Hold
40
– – ﹤0.01% 183
2022
Q2 		$4K Sell
40
-468
-92% -$53.6K ﹤0.01% 194
2022
Q1 		$67K Buy
508
+1
+0.2% +$142 0.05% 97
2021
Q4 		$81K Buy
507
+4
+0.8% +$611 0.05% 95
2021
Q3 		$65K Buy
503
+26
+5% +$3.38K 0.04% 100
2021
Q2 		$62K Hold
477
– – 0.04% 100
2021
Q1 		$54K Sell
477
-400
-46% -$41.7K 0.04% 110
2020
Q4 		$75K Hold
877
– – 0.06% 91
2020
Q3 		$57K Hold
877
– – 0.05% 89
2020
Q2 		$60K Buy
+877
New +$55K 0.06% 83

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

Costello Asset Management's SPG Position: Q2 2026 in Review

Costello Asset Management held its Simon Property Group (SPG) position steady in Q2 2026 at 17 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Costello Asset Management first reported a position in SPG in Q2 2020 and has held it in 25 quarters since. The position peaked at $81K in Q4 2021. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Costello Asset Management held 17 shares of Simon Property Group worth $3.8K as of Q2 2026.
  • Costello Asset Management left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #613 holding.
  • Costello Asset Management first reported a position in Simon Property Group in Q2 2020 and has held it in 25 quarters since.
  • Costello Asset Management's Simon Property Group position peaked at $81K in Q4 2021.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.