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

Koshinski 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	$295K	Buy	1,319 +6	+0.5%	+$1.24K	0.02%	617
2026 Q1	$245K	Buy	1,313 +4	+0.3%	+$763	0.02%	639
2025 Q4	$242K	Buy	1,309 +4	+0.3%	+$727	0.02%	623
2025 Q3	$245K	Buy	+1,305	New	+$225K	0.02%	629
2022 Q2	–	Sell	-1,099	Closed	-$145K	–	1775
2022 Q1	$145K	Buy	1,099 +10	+0.9%	+$1.43K	0.01%	706
2021 Q4	$174K	Buy	1,089 +870	+397%	+$133K	0.01%	664
2021 Q3	$28.5K	Buy	+219	New	+$28.5K	﹤0.01%	1328

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Koshinski Asset Management increased its Simon Property Group (SPG) stake by 0.46% in Q2 2026, buying an estimated $1.24K and bringing the position to 1,319 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #617.

Koshinski Asset Management first reported a position in SPG in Q3 2021 and has held it in 7 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Koshinski Asset Management held 1,319 shares of Simon Property Group worth $295K as of Q2 2026.
Koshinski Asset Management bought 6 Simon Property Group shares in Q2 2026, an estimated $1.24K.
Simon Property Group made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #617 holding.
Koshinski Asset Management first reported a position in Simon Property Group in Q3 2021 and has held it in 7 quarters since.
1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.