Golden State Wealth Management, LLC
Position in SPG — Simon Property Group Inc.
CIK 1776033
SANTA ANA, CA
Position in SPG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$77,606
+$12,881 QoQ
Shares Held
347
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,138
of 1,358 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Golden State Wealth Management, LLC holds $342,790 across 3 REIT - Retail names. SPG ranks #2 (22.6% of the industry book) .
All Filings in SPG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,606 | 347 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $64,725 | 347 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $28,321 | 153 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,713 | 153 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $42,279 | 263 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $43,679 | 263 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $45,291 | 263 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $7,790 | 142 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||