CKW Financial Group’s Simon Property Group SPG Stock Holding History

CKW Financial Group’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 Q2	–	Sell	-1,677	Closed	-$279K	–	193
2025 Q1	$279K	Buy	+1,677	New	+$293K	0.03%	35
2015 Q3	–	Sell	-59	Closed	-$10K	–	273
2015 Q2	$10K	Hold	59	–	–	﹤0.01%	292
2015 Q1	$12K	Hold	59	–	–	﹤0.01%	280
2014 Q4	$11K	Buy	59 +1	+2%	+$177	﹤0.01%	280
2014 Q3	$10K	Hold	58	–	–	﹤0.01%	299
2014 Q2	$10K	Buy	58 +6	+12%	+$980	0.01%	304
2014 Q1	$8K	Hold	52	–	–	﹤0.01%	317
2013 Q4	$7K	Buy	+52	New	+$7.49K	﹤0.01%	293

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CKW Financial Group's SPG Position: Q2 2025 in Review

CKW Financial Group sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 1,677 shares — an estimated $279K sold.

CKW Financial Group first reported a position in SPG in Q4 2013 and held it in 8 quarters. The position peaked at $279K in Q1 2025. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

CKW Financial Group reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
CKW Financial Group sold 1,677 Simon Property Group shares in Q2 2025, an estimated $279K.
CKW Financial Group first reported a position in Simon Property Group in Q4 2013 and held it in 8 quarters.
CKW Financial Group's Simon Property Group position peaked at $279K in Q1 2025.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on CKW Financial Group's 13F filing for Q2 2025, filed 28 Jul 2025.