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Advisor Group’s Simon Property Group SPG Stock Holding History

Advisor Group’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
2019
Q4 		$4.63M Buy
31,120
+18,021
+138% +$2.7M 0.03% 442
2019
Q3 		$2.04M Sell
13,099
-3,552
-21% -$552K 0.02% 745
2019
Q2 		$2.66M Buy
16,651
+2,024
+14% +$349K 0.02% 635
2019
Q1 		$2.67M Sell
14,627
-15
-0.1% -$2.67K 0.02% 615
2018
Q4 		$2.46M Buy
14,642
+3,278
+29% +$586K 0.02% 553
2018
Q3 		$2.01M Buy
11,364
+4,351
+62% +$770K 0.02% 636
2018
Q2 		$1.19M Buy
7,013
+30
+0.4% +$4.77K 0.02% 771
2018
Q1 		$1.08M Sell
6,983
-310
-4% -$49.3K 0.01% 815
2017
Q4 		$1.25M Sell
7,293
-455
-6% -$73.9K 0.02% 757
2017
Q3 		$1.25M Sell
7,748
-325
-4% -$51.9K 0.02% 695
2017
Q2 		$1.31M Buy
8,073
+1,222
+18% +$199K 0.02% 625
2017
Q1 		$1.18M Buy
6,851
+1,018
+17% +$182K 0.02% 639
2016
Q4 		$1.04M Buy
5,833
+67
+1% +$12.4K 0.02% 643
2016
Q3 		$1.19M Buy
5,766
+318
+6% +$69K 0.03% 573
2016
Q2 		$1.18M Buy
+5,448
New +$1.11M 0.03% 558

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's SPG Position: Q4 2019 in Review

Advisor Group increased its Simon Property Group (SPG) stake by 138% in Q4 2019, buying an estimated $2.7M and bringing the position to 31,120 shares worth $4.63M. The position accounts for 0.03% of the portfolio, ranked #442.

Advisor Group first reported a position in SPG in Q2 2016 and has held it in 15 quarters since. 787 funds tracked by Wall St. Rank hold SPG as of Q4 2019.

  • Advisor Group held 31,120 shares of Simon Property Group worth $4.63M as of Q4 2019.
  • Advisor Group bought 18,021 Simon Property Group shares in Q4 2019, an estimated $2.7M.
  • Simon Property Group made up 0.03% of Advisor Group's portfolio in Q4 2019, its #442 holding.
  • Advisor Group first reported a position in Simon Property Group in Q2 2016 and has held it in 15 quarters since.
  • 787 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.