Golden State Wealth Management’s Simon Property Group SPG Stock Holding History

Golden State Wealth 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	$77.6K	Hold	347	–	–	0.01%	629
2026 Q1	$64.7K	Buy	347 +194	+127%	+$37K	0.01%	617
2025 Q4	$28.5K	Hold	153	–	–	﹤0.01%	836
2025 Q3	$28.7K	Sell	153 -110	-42%	-$19K	﹤0.01%	825
2025 Q2	$42.3K	Hold	263	–	–	0.01%	685
2025 Q1	$43.7K	Hold	263	–	–	0.01%	618
2024 Q4	$45.3K	Buy	+263	New	+$46.2K	0.01%	599
2020 Q2	–	Sell	-142	Closed	-$8.91K	–	819
2020 Q1	$8K	Buy	+142	New	+$17K	﹤0.01%	662
2019 Q4	–	Sell	-169	Closed	-$26K	–	793
2019 Q3	$26K	Buy	169 +1	+0.6%	+$156	0.01%	568
2019 Q2	$26K	Hold	168	–	–	0.01%	571
2019 Q1	$31K	Buy	+168	New	+$29.9K	0.01%	540

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

Golden State Wealth Management's SPG Position: Q2 2026 in Review

Golden State Wealth Management held its Simon Property Group (SPG) position steady in Q2 2026 at 347 shares worth $77.6K. The position accounts for 0.01% of the portfolio, ranked #629.

Golden State Wealth Management first reported a position in SPG in Q1 2019 and has held it in 11 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Golden State Wealth Management held 347 shares of Simon Property Group worth $77.6K as of Q2 2026.
Golden State Wealth Management left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #629 holding.
Golden State Wealth Management first reported a position in Simon Property Group in Q1 2019 and has held it in 11 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.