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Kohmann Bosshard Financial Services’s Simon Property Group SPG Stock Holding History

Kohmann Bosshard Financial Services’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
2025
Q1 		– Sell
-2
Closed -$344 – 704
2024
Q4 		$344 Buy
+2
New +$351 ﹤0.01% 683

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State Street
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kohmann Bosshard Financial Services's SPG Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 2 shares — an estimated $344 sold.

Kohmann Bosshard Financial Services first reported a position in SPG in Q4 2024 and held it in 1 quarter. The position peaked at $344 in Q4 2024. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 2 Simon Property Group shares in Q1 2025, an estimated $344.
  • Kohmann Bosshard Financial Services first reported a position in Simon Property Group in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Simon Property Group position peaked at $344 in Q4 2024.
  • 1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.