Costello Asset Management, INC
Position in SPG — Simon Property Group Inc.
CIK 1760145
FEASTERVILLE, PA
Position in SPG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,802
+$631 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,311
of 1,353 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Costello Asset Management, INC holds $130,493 across 5 REIT - Retail names. SPG ranks #5 (2.9% of the industry book) .
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,802 | 17 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,171 | 17 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,146 | 17 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,190 | 17 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $15,432 | 96 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,448 | 87 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $10,849 | 63 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $10,141 | 60 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $9,411 | 62 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $9,389 | 60 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $7,274 | 51 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,401 | 50 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,196 | 45 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,702 | 42 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $4,699 | 40 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,590 | 40 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,796 | 40 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $66,832 | 508 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $81,003 | 507 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $65,374 | 503 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $62,238 | 477 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $54,268 | 477 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $74,790 | 877 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $56,724 | 877 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $59,969 | 877 | Shares | Sole | 2020-07-28 | |
| No filing history on record for this holder in this stock. | ||||||