GHE LLC’s Simon Property Group SPG Stock Holding History

GHE LLC’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	$437K	Sell	2,341 -415	-15%	-$79.1K	0.18%	46
2025 Q4	$510K	Buy	+2,756	New	+$501K	0.17%	46
2025 Q2	–	Sell	-3,633	Closed	-$603K	–	48
2025 Q1	$603K	Hold	3,633	–	–	0.27%	43
2024 Q4	$626K	Hold	3,633	–	–	0.25%	43
2024 Q3	$614K	Hold	3,633	–	–	0.23%	42
2024 Q2	$551K	Sell	3,633 -19	-0.5%	-$2.8K	0.22%	39
2024 Q1	$572K	Hold	3,652	–	–	0.26%	40
2023 Q4	$521K	Hold	3,652	–	–	0.32%	40
2023 Q3	$395K	Hold	3,652	–	–	0.27%	43
2023 Q2	$422K	Hold	3,652	–	–	0.28%	44
2023 Q1	$409K	Hold	3,652	–	–	0.32%	45
2022 Q4	$429K	Sell	3,652 -4,130	-53%	-$459K	0.4%	44
2022 Q3	$382K	Buy	7,782 +4,913	+171%	+$503K	0.41%	43
2022 Q2	$378K	Sell	2,869 -496	-15%	-$56.8K	0.41%	39
2022 Q1	$443K	Sell	3,365 -20	-0.6%	-$2.85K	0.37%	43
2021 Q4	$541K	Buy	+3,385	New	+$517K	0.42%	41

Other funds holding SPG

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

GHE LLC's SPG Position: Q1 2026 in Review

GHE LLC reduced its Simon Property Group (SPG) stake by 15% in Q1 2026, selling an estimated $79.1K and leaving 2,341 shares worth $437K. The position accounts for 0.18% of the portfolio, ranked #46.

GHE LLC first reported a position in SPG in Q4 2021 and has held it in 16 quarters since. The position peaked at $626K in Q4 2024. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

GHE LLC held 2,341 shares of Simon Property Group worth $437K as of Q1 2026.
GHE LLC sold 415 Simon Property Group shares in Q1 2026, an estimated $79.1K.
Simon Property Group made up 0.18% of GHE LLC's portfolio in Q1 2026, its #46 holding.
GHE LLC first reported a position in Simon Property Group in Q4 2021 and has held it in 16 quarters since.
GHE LLC's Simon Property Group position peaked at $626K in Q4 2024.
1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on GHE LLC's 13F filing for Q1 2026, filed 4 May 2026.