Aaron Wealth Advisors’s Simon Property Group SPG Stock Holding History

Aaron Wealth Advisors’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	–	Sell	-11,013	Closed	-$1.04M	–	239
2022 Q2	$1.04M	Buy	11,013 +2,560	+30%	+$293K	0.26%	59
2022 Q1	$1.11M	Sell	8,453 -22	-0.3%	-$3.13K	0.26%	57
2021 Q4	$1.35M	Buy	8,475 +1,448	+21%	+$221K	0.38%	43
2021 Q3	$913K	Buy	7,027 +75	+1%	+$9.76K	0.26%	55
2021 Q2	$907K	Buy	+6,952	New	+$864K	0.3%	56

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aaron Wealth Advisors's SPG Position: Q3 2022 in Review

Aaron Wealth Advisors sold out of Simon Property Group (SPG) in Q3 2022, closing a stake of 11,013 shares — an estimated $1.04M sold.

Aaron Wealth Advisors first reported a position in SPG in Q2 2021 and held it in 5 quarters. The position peaked at $1.35M in Q4 2021. 919 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

Aaron Wealth Advisors reported no remaining Simon Property Group position as of Q3 2022 after selling out during the quarter.
Aaron Wealth Advisors sold 11,013 Simon Property Group shares in Q3 2022, an estimated $1.04M.
Aaron Wealth Advisors first reported a position in Simon Property Group in Q2 2021 and held it in 5 quarters.
Aaron Wealth Advisors's Simon Property Group position peaked at $1.35M in Q4 2021.
919 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on Aaron Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.