Advisor Partners’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1M | Buy |
10,559
+1,532
| +17% | +$176K | 0.07% | 288 |
|
|
2022
Q1 | $1.19M | Sell |
9,027
-1,004
| -10% | -$143K | 0.07% | 260 |
|
|
2021
Q4 | $1.6M | Buy |
10,031
+1,032
| +11% | +$158K | 0.1% | 205 |
|
|
2021
Q3 | $1.17M | Buy |
8,999
+301
| +3% | +$39.2K | 0.08% | 241 |
|
|
2021
Q2 | $1.14M | Buy |
8,698
+69
| +0.8% | +$8.58K | 0.07% | 258 |
|
|
2021
Q1 | $982K | Sell |
8,629
-302
| -3% | -$31.5K | 0.07% | 276 |
|
|
2020
Q4 | $762K | Sell |
8,931
-498
| -5% | -$38K | 0.06% | 318 |
|
|
2020
Q3 | $610K | Buy |
9,429
+1,634
| +21% | +$107K | 0.05% | 329 |
|
|
2020
Q2 | $533K | Sell |
7,795
-1,623
| -17% | -$102K | 0.05% | 351 |
|
|
2020
Q1 | $516K | Buy |
9,418
+5,202
| +123% | +$622K | 0.06% | 280 |
|
|
2019
Q4 | $620K | Sell |
4,216
-1,024
| -20% | -$154K | 0.06% | 299 |
|
|
2019
Q3 | $816K | Sell |
5,240
-685
| -12% | -$107K | 0.1% | 221 |
|
|
2019
Q2 | $947K | Sell |
5,925
-775
| -12% | -$133K | 0.12% | 185 |
|
|
2019
Q1 | $1.22M | Buy |
6,700
+95
| +1% | +$16.9K | 0.16% | 133 |
|
|
2018
Q4 | $1.11M | Buy |
6,605
+1,016
| +18% | +$182K | 0.18% | 121 |
|
|
2018
Q3 | $988K | Buy |
5,589
+282
| +5% | +$49.9K | 0.13% | 157 |
|
|
2018
Q2 | $903K | Buy |
5,307
+22
| +0.4% | +$3.5K | 0.15% | 154 |
|
|
2018
Q1 | $816K | Buy |
5,285
+745
| +16% | +$119K | 0.15% | 155 |
|
|
2017
Q4 | $746K | Buy |
4,540
+322
| +8% | +$52.3K | 0.13% | 178 |
|
|
2017
Q3 | $679K | Buy |
4,218
+446
| +12% | +$71.2K | 0.13% | 168 |
|
|
2017
Q2 | $610K | Buy |
3,772
+996
| +36% | +$162K | 0.14% | 178 |
|
|
2017
Q1 | $478K | Sell |
2,776
-2,028
| -42% | -$362K | 0.13% | 199 |
|
|
2016
Q4 | $853K | Sell |
4,804
-811
| -14% | -$151K | 0.26% | 101 |
|
|
2016
Q3 | $1.16M | Buy |
5,615
+6
| +0.1% | +$1.3K | 0.39% | 65 |
|
|
2016
Q2 | $1.22M | Buy |
5,609
+81
| +1% | +$16.5K | 0.43% | 56 |
|
|
2016
Q1 | $1.15M | Sell |
5,528
-360
| -6% | -$69.1K | 0.43% | 57 |
|
|
2015
Q4 | $1.15M | Buy |
5,888
+1,659
| +39% | +$321K | 0.39% | 75 |
|
|
2015
Q3 | $777K | Sell |
4,229
-245
| -5% | -$44.9K | 0.33% | 84 |
|
|
2015
Q2 | $844K | Buy |
4,474
+136
| +3% | +$25K | 0.32% | 89 |
|
|
2015
Q1 | $849K | Sell |
4,338
-368
| -8% | -$71.3K | 0.36% | 81 |
|
|
2014
Q4 | $854K | Buy |
4,706
+595
| +14% | +$106K | 0.38% | 80 |
|
|
2014
Q3 | $676K | Buy |
4,111
+39
| +1% | +$6.57K | 0.39% | 80 |
|
|
2014
Q2 | $677K | Sell |
4,072
-17
| -0.4% | -$2.77K | 0.33% | 93 |
|
|
2014
Q1 | $631K | Buy |
4,089
+331
| +9% | +$49.3K | 0.35% | 90 |
|
|
2013
Q4 | $538K | Buy |
3,758
+177
| +5% | +$25.5K | 0.31% | 102 |
|
|
2013
Q3 | $499K | Buy |
3,581
+177
| +5% | +$25.7K | 0.36% | 95 |
|
|
2013
Q2 | $506K | Buy |
+3,404
| New | +$546K | 0.41% | 79 |
|
Other funds holding SPG
Advisor Partners's SPG Position: Q2 2022 in Review
Advisor Partners increased its Simon Property Group (SPG) stake by 17% in Q2 2022, buying an estimated $176K and bringing the position to 10,559 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #288.
Advisor Partners first reported a position in SPG in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.6M in Q4 2021. 939 funds tracked by Wall St. Rank hold SPG as of Q2 2022.
- Advisor Partners held 10,559 shares of Simon Property Group worth $1M as of Q2 2022.
- Advisor Partners bought 1,532 Simon Property Group shares in Q2 2022, an estimated $176K.
- Simon Property Group made up 0.07% of Advisor Partners's portfolio in Q2 2022, its #288 holding.
- Advisor Partners first reported a position in Simon Property Group in Q2 2013 and has held it in 37 quarters since.
- Advisor Partners's Simon Property Group position peaked at $1.6M in Q4 2021.
- 939 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.
Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.