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Godshalk Welsh Capital Management’s Simon Property Group SPG Stock Holding History

Godshalk Welsh Capital Management’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 		$252K Hold
1,125
– – 0.14% 126
2026
Q1 		$210K Hold
1,125
– – 0.12% 128
2025
Q4 		$208K Hold
1,125
– – 0.12% 128
2025
Q3 		$211K Sell
1,125
-400
-26% -$69.1K 0.12% 124
2025
Q2 		$245K Sell
1,525
-50
-3% -$7.9K 0.15% 118
2025
Q1 		$262K Hold
1,575
– – 0.17% 109
2024
Q4 		$271K Hold
1,575
– – 0.18% 103
2024
Q3 		$266K Sell
1,575
-50
-3% -$7.92K 0.17% 109
2024
Q2 		$247K Hold
1,625
– – 0.16% 112
2024
Q1 		$254K Hold
1,625
– – 0.17% 109
2023
Q4 		$232K Sell
1,625
-500
-24% -$60.4K 0.17% 111
2023
Q3 		$230K Hold
2,125
– – 0.17% 109
2023
Q2 		$245K Hold
2,125
– – 0.17% 111
2023
Q1 		$238K Hold
2,125
– – 0.17% 111
2022
Q4 		$250K Sell
2,125
-300
-12% -$33.3K 0.18% 104
2022
Q3 		$218K Buy
2,425
+100
+4% +$10.2K 0.16% 113
2022
Q2 		$221K Hold
2,325
– – 0.16% 111
2022
Q1 		$306K Hold
2,325
– – 0.19% 103
2021
Q4 		$371K Hold
2,325
– – 0.21% 97
2021
Q3 		$302K Buy
2,325
+150
+7% +$19.5K 0.19% 100
2021
Q2 		$272K Hold
2,175
– – 0.17% 105
2021
Q1 		$247K Buy
+2,175
New +$227K 0.17% 108

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Godshalk Welsh Capital Management's SPG Position: Q2 2026 in Review

Godshalk Welsh Capital Management held its Simon Property Group (SPG) position steady in Q2 2026 at 1,125 shares worth $252K. The position accounts for 0.14% of the portfolio, ranked #126.

Godshalk Welsh Capital Management first reported a position in SPG in Q1 2021 and has held it in 22 quarters since. The position peaked at $371K in Q4 2021. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Godshalk Welsh Capital Management held 1,125 shares of Simon Property Group worth $252K as of Q2 2026.
  • Godshalk Welsh Capital Management left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.14% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #126 holding.
  • Godshalk Welsh Capital Management first reported a position in Simon Property Group in Q1 2021 and has held it in 22 quarters since.
  • Godshalk Welsh Capital Management's Simon Property Group position peaked at $371K in Q4 2021.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.