American Assets Investment Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $412K | Hold |
7,500
| – | – | 0.02% | 144 |
|
|
2026
Q1 | $393K | Hold |
7,500
| – | – | 0.03% | 144 |
|
|
2025
Q4 | $398K | Buy |
+7,500
| New | +$1.36M | 0.03% | 144 |
|
|
2024
Q2 | – | Sell |
-4,075
| Closed | -$638K | – | 171 |
|
|
2024
Q1 | $638K | Buy |
+4,075
| New | +$598K | 0.06% | 150 |
|
|
2021
Q4 | – | Sell |
-12,700
| Closed | -$1.65M | – | 180 |
|
|
2021
Q3 | $1.65M | Hold |
12,700
| – | – | 0.2% | 116 |
|
|
2021
Q2 | $1.66M | Hold |
12,700
| – | – | 0.22% | 107 |
|
|
2021
Q1 | $1.45M | Hold |
12,700
| – | – | 0.2% | 108 |
|
|
2020
Q4 | $1.08M | Sell |
12,700
-10,000
| -44% | -$764K | 0.18% | 111 |
|
|
2020
Q3 | $1.47M | Hold |
22,700
| – | – | 0.3% | 90 |
|
|
2020
Q2 | $1.55M | Hold |
22,700
| – | – | 0.35% | 79 |
|
|
2020
Q1 | $1.25M | Hold |
22,700
| – | – | 0.27% | 97 |
|
|
2019
Q4 | $3.38M | Sell |
22,700
-17,400
| -43% | -$2.61M | 0.51% | 53 |
|
|
2019
Q3 | $6.24M | Hold |
40,100
| – | – | 1% | 22 |
|
|
2019
Q2 | $6.41M | Hold |
40,100
| – | – | 1.02% | 20 |
|
|
2019
Q1 | $7.35M | Hold |
40,100
| – | – | 1.19% | 16 |
|
|
2018
Q4 | $6.74M | Hold |
40,100
| – | – | 1.21% | 16 |
|
|
2018
Q3 | $7.04M | Hold |
40,100
| – | – | 1.16% | 16 |
|
|
2018
Q2 | $6.87M | Hold |
40,100
| – | – | 1.2% | 17 |
|
|
2018
Q1 | $6.19M | Hold |
40,100
| – | – | 1.18% | 17 |
|
|
2017
Q4 | $6.89M | Buy |
40,100
+17,400
| +77% | +$2.83M | 1.32% | 17 |
|
|
2017
Q3 | $3.65M | Hold |
22,700
| – | – | 0.73% | 42 |
|
|
2017
Q2 | $3.67M | Hold |
22,700
| – | – | 0.76% | 39 |
|
|
2017
Q1 | $3.9M | Hold |
22,700
| – | – | 0.8% | 35 |
|
|
2016
Q4 | $4.03M | Hold |
22,700
| – | – | 0.85% | 28 |
|
|
2016
Q3 | $4.7M | Hold |
22,700
| – | – | 1.08% | 21 |
|
|
2016
Q2 | $4.92M | Hold |
22,700
| – | – | 1.2% | 19 |
|
|
2016
Q1 | $4.71M | Hold |
22,700
| – | – | 1.28% | 15 |
|
|
2015
Q4 | $4.41M | Hold |
22,700
| – | – | 1.22% | 19 |
|
|
2015
Q3 | $4.17M | Hold |
22,700
| – | – | 1.26% | 17 |
|
|
2015
Q2 | $3.93M | Hold |
22,700
| – | – | 1.18% | 21 |
|
|
2015
Q1 | $4.44M | Hold |
22,700
| – | – | 1.42% | 18 |
|
|
2014
Q4 | $2.54M | Hold |
22,700
| – | – | 0.8% | 40 |
|
|
2014
Q3 | $3.73M | Sell |
22,700
-12,768
| -36% | -$2.15M | 1.32% | 21 |
|
|
2014
Q2 | $5.9M | Sell |
35,468
-625
| -2% | -$102K | 1.66% | 7 |
|
|
2014
Q1 | $5.57M | Buy |
36,093
+23,523
| +187% | +$3.5M | 1.75% | 7 |
|
|
2013
Q4 | $1.8M | Sell |
12,570
-10,072
| -44% | -$1.45M | 0.67% | 44 |
|
|
2013
Q3 | $3.16M | Buy |
22,642
+6,378
| +39% | +$926K | 1.11% | 24 |
|
|
2013
Q2 | $2.42M | Buy |
+16,264
| New | +$2.61M | 0.89% | 35 |
|
Other funds holding SPG
American Assets Investment Management's SPG Position: Q2 2026 in Review
American Assets Investment Management held its Simon Property Group (SPG) position steady in Q2 2026 at 7,500 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #144.
American Assets Investment Management first reported a position in SPG in Q2 2013 and has held it in 38 quarters since. The position peaked at $7.35M in Q1 2019. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- American Assets Investment Management held 7,500 shares of Simon Property Group worth $412K as of Q2 2026.
- American Assets Investment Management left its Simon Property Group share count unchanged in Q2 2026.
- Simon Property Group made up 0.02% of American Assets Investment Management's portfolio in Q2 2026, its #144 holding.
- American Assets Investment Management first reported a position in Simon Property Group in Q2 2013 and has held it in 38 quarters since.
- American Assets Investment Management's Simon Property Group position peaked at $7.35M in Q1 2019.
- 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on American Assets Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.