5L
SPG icon

55I LLC’s Simon Property Group SPG Stock Holding History

55I LLC’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
2022
Q3 		$306K Buy
+3,407
New +$348K 0.01% 485

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

55I LLC's SPG Position: Q3 2022 in Review

55I LLC opened a new position in Simon Property Group (SPG) in Q3 2022: 3,407 shares worth $306K. The stake represents 0.01% of the portfolio and ranks #485 among its holdings.

919 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

  • 55I LLC held 3,407 shares of Simon Property Group worth $306K as of Q3 2022.
  • Simon Property Group was a new 55I LLC position in Q3 2022.
  • Simon Property Group made up 0.01% of 55I LLC's portfolio in Q3 2022, its #485 holding.
  • 919 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.