Western Financial Corp
SPG icon

Western Financial Corp’s Simon Property Group SPG Stock Holding History

Western Financial Corp’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
Q3 		$4.77M Buy
23,772
+20,375
+600% +$4.44M 1.59% 13
2026
Q2 		$760K Sell
3,397
-51
-1% -$10.5K 0.22% 77
2026
Q1 		$643K Buy
3,448
+699
+25% +$133K 0.25% 79
2025
Q4 		$509K Buy
2,749
+70
+3% +$12.7K 0.2% 86
2025
Q3 		$503K Buy
2,679
+156
+6% +$26.9K 0.22% 89
2025
Q2 		$406K Sell
2,523
-9,079
-78% -$1.43M 0.22% 96
2025
Q1 		$1.93M Buy
11,602
+1,365
+13% +$239K 1.12% 21
2024
Q4 		$1.76M Buy
10,237
+992
+11% +$174K 0.97% 25
2024
Q3 		$1.56M Buy
9,245
+1,980
+27% +$313K 0.89% 29
2024
Q2 		$1.1M Buy
7,265
+1,399
+24% +$206K 0.67% 37
2024
Q1 		$918K Buy
+5,866
New +$860K 0.56% 52

Other funds holding SPG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Western Financial Corp's SPG Position: Q3 2026 in Review

Western Financial Corp increased its Simon Property Group (SPG) stake by 600% in Q3 2026, buying an estimated $4.44M and bringing the position to 23,772 shares worth $4.77M. The position accounts for 1.59% of the portfolio, ranked #13.

Western Financial Corp first reported a position in SPG in Q1 2024 and has held it in 11 quarters since. 864 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Western Financial Corp held 23,772 shares of Simon Property Group worth $4.77M as of Q3 2026.
  • Western Financial Corp bought 20,375 Simon Property Group shares in Q3 2026, an estimated $4.44M.
  • Simon Property Group made up 1.59% of Western Financial Corp's portfolio in Q3 2026, its #13 holding.
  • Western Financial Corp first reported a position in Simon Property Group in Q1 2024 and has held it in 11 quarters since.
  • 864 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.