Kovack Advisors’s Simon Property Group SPG Stock Holding History

Kovack Advisors’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 Q1	$483K	Buy	2,568 +135	+6%	+$25.7K	0.03%	596
2025 Q4	$450K	Buy	2,433 +712	+41%	+$129K	0.02%	625
2025 Q3	$323K	Sell	1,721 -21	-1%	-$3.63K	0.03%	442
2025 Q2	$280K	Sell	1,742 -15	-0.9%	-$2.37K	0.03%	486
2025 Q1	$292K	Buy	1,757 +189	+12%	+$33K	0.03%	433
2024 Q4	$270K	Buy	1,568 +160	+11%	+$28.1K	0.03%	480
2024 Q3	$238K	Sell	1,408 -346	-20%	-$54.8K	0.03%	499
2024 Q2	$266K	Sell	1,754 -316	-15%	-$46.5K	0.03%	449
2024 Q1	$324K	Buy	2,070 +103	+5%	+$15.1K	0.04%	328
2023 Q4	$281K	Buy	+1,967	New	+$238K	0.03%	432
2022 Q1	–	Sell	-6,692	Closed	-$1.07M	–	815
2021 Q4	$1.07M	Buy	6,692 +517	+8%	+$78.9K	0.1%	210
2021 Q3	$803K	Buy	+6,175	New	+$804K	0.09%	268
2020 Q4	–	Sell	-9,575	Closed	-$619K	–	654
2020 Q3	$619K	Buy	+9,575	New	+$628K	0.11%	200
2020 Q1	–	Sell	-2,158	Closed	-$321K	–	540
2019 Q4	$321K	Buy	+2,158	New	+$324K	0.06%	343

Other funds holding SPG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return