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 Q2	$498K	Sell	2,226 -115	-5%	-$23.7K	0.19%	47
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GHE LLC's SPG Position: Q2 2026 in Review

GHE LLC reduced its Simon Property Group (SPG) stake by 4.9% in Q2 2026, selling an estimated $23.7K and leaving 2,226 shares worth $498K. The position accounts for 0.19% of the portfolio, ranked #47.

GHE LLC first reported a position in SPG in Q4 2021 and has held it in 17 quarters since. The position peaked at $626K in Q4 2024. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

GHE LLC held 2,226 shares of Simon Property Group worth $498K as of Q2 2026.
GHE LLC sold 115 Simon Property Group shares in Q2 2026, an estimated $23.7K.
Simon Property Group made up 0.19% of GHE LLC's portfolio in Q2 2026, its #47 holding.
GHE LLC first reported a position in Simon Property Group in Q4 2021 and has held it in 17 quarters since.
GHE LLC's Simon Property Group position peaked at $626K in Q4 2024.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on GHE LLC's 13F filing for Q2 2026, filed 30 Jul 2026.