AdvisorShares Investments’s Simon Property Group SPG Stock Holding History

AdvisorShares Investments’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
2023 Q3	–	Sell	-3,483	Closed	-$402K	–	289
2023 Q2	$402K	Sell	3,483 -78	-2%	-$8.5K	0.12%	124
2023 Q1	$399K	Buy	+3,561	New	+$425K	0.12%	119

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AdvisorShares Investments's SPG Position: Q3 2023 in Review

AdvisorShares Investments sold out of Simon Property Group (SPG) in Q3 2023, closing a stake of 3,483 shares — an estimated $402K sold.

AdvisorShares Investments first reported a position in SPG in Q1 2023 and held it in 2 quarters. The position peaked at $402K in Q2 2023. 982 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

AdvisorShares Investments reported no remaining Simon Property Group position as of Q3 2023 after selling out during the quarter.
AdvisorShares Investments sold 3,483 Simon Property Group shares in Q3 2023, an estimated $402K.
AdvisorShares Investments first reported a position in Simon Property Group in Q1 2023 and held it in 2 quarters.
AdvisorShares Investments's Simon Property Group position peaked at $402K in Q2 2023.
982 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on AdvisorShares Investments's 13F filing for Q3 2023, filed 6 Nov 2023.