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 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

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

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Western Financial Corp's SPG Position: Q2 2026 in Review

Western Financial Corp reduced its Simon Property Group (SPG) stake by 1.5% in Q2 2026, selling an estimated $10.5K and leaving 3,397 shares worth $760K. The position accounts for 0.22% of the portfolio, ranked #77.

Western Financial Corp first reported a position in SPG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.93M in Q1 2025. 558 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Western Financial Corp held 3,397 shares of Simon Property Group worth $760K as of Q2 2026.
Western Financial Corp sold 51 Simon Property Group shares in Q2 2026, an estimated $10.5K.
Simon Property Group made up 0.22% of Western Financial Corp's portfolio in Q2 2026, its #77 holding.
Western Financial Corp first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
Western Financial Corp's Simon Property Group position peaked at $1.93M in Q1 2025.
558 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.