Advisory Research’s Simon Property Group SPG Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-454	Closed	-$70K	–	628
2014 Q1	$70K	Buy	+454	New	+$67.6K	﹤0.01%	525

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Advisory Research's SPG Position: Q2 2014 in Review

Advisory Research sold out of Simon Property Group (SPG) in Q2 2014, closing a stake of 454 shares — an estimated $70K sold.

Advisory Research first reported a position in SPG in Q1 2014 and held it in 1 quarter. The position peaked at $70K in Q1 2014. 599 funds tracked by Wall St. Rank hold SPG as of Q2 2014.

Advisory Research reported no remaining Simon Property Group position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 454 Simon Property Group shares in Q2 2014, an estimated $70K.
Advisory Research first reported a position in Simon Property Group in Q1 2014 and held it in 1 quarter.
Advisory Research's Simon Property Group position peaked at $70K in Q1 2014.
599 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.