Golden State Equity Partners’s Simon Property Group SPG Stock Holding History

Golden State Equity Partners’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	$2.91K	Sell	13 -9,458	-100%	-$1.95M	0.01%	283
2026 Q1	$1.77M	Buy	9,471 +2,971	+46%	+$567K	0.13%	184
2025 Q4	$1.2M	Sell	6,500 -335	-5%	-$60.9K	0.19%	116
2025 Q3	$1.28M	Sell	6,835 -1,781	-21%	-$307K	0.22%	112
2025 Q2	$1.39M	Buy	8,616 +227	+3%	+$35.9K	0.26%	87
2025 Q1	$1.39M	Buy	8,389 +2,971	+55%	+$519K	0.28%	93
2024 Q4	$933K	Buy	5,418 +4,831	+823%	+$848K	0.18%	141
2024 Q3	$99.2K	Buy	+587	New	+$92.9K	0.05%	277
2022 Q1	$439K	Sell	3,338 -653	-16%	-$93K	0.22%	115
2021 Q4	$638K	Buy	3,991 +1,716	+75%	+$262K	0.32%	75
2021 Q3	$296K	Sell	2,275 -4,755	-68%	-$619K	0.12%	171
2021 Q2	$917K	Buy	7,030 +156	+2%	+$19.4K	0.35%	71
2021 Q1	$782K	Buy	6,874 +201	+3%	+$21K	0.45%	68
2020 Q4	$569K	Buy	+6,673	New	+$510K	0.39%	73

Other funds holding SPG

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Golden State Equity Partners's SPG Position: Q2 2026 in Review

Golden State Equity Partners reduced its Simon Property Group (SPG) stake by 100% in Q2 2026, selling an estimated $1.95M and leaving 13 shares worth $2.91K. The position accounts for 0.01% of the portfolio, ranked #283.

Golden State Equity Partners first reported a position in SPG in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.77M in Q1 2026. 657 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Golden State Equity Partners held 13 shares of Simon Property Group worth $2.91K as of Q2 2026.
Golden State Equity Partners sold 9,458 Simon Property Group shares in Q2 2026, an estimated $1.95M.
Simon Property Group made up 0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #283 holding.
Golden State Equity Partners first reported a position in Simon Property Group in Q4 2020 and has held it in 14 quarters since.
Golden State Equity Partners's Simon Property Group position peaked at $1.77M in Q1 2026.
657 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.