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Algebris Investments (UK)’s Simon Property Group SPG Stock Holding History

Algebris Investments (UK)’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
2017
Q2 		– Sell
-8,800
Closed -$1.51M – 44
2017
Q1 		$1.51M Buy
+8,800
New +$1.57M 0.16% 61
2014
Q1 		– Sell
-9,689
Closed -$1.39M – 80
2013
Q4 		$1.39M Buy
9,689
+1,344
+16% +$194K 0.85% 29
2013
Q3 		$1.16M Buy
+8,345
New +$1.21M 1% 23

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Algebris Investments (UK)'s SPG Position: Q2 2017 in Review

Algebris Investments (UK) sold out of Simon Property Group (SPG) in Q2 2017, closing a stake of 8,800 shares — an estimated $1.51M sold.

Algebris Investments (UK) first reported a position in SPG in Q3 2013 and held it in 3 quarters. The position peaked at $1.51M in Q1 2017. 663 funds tracked by Wall St. Rank hold SPG as of Q2 2017.

  • Algebris Investments (UK) reported no remaining Simon Property Group position as of Q2 2017 after selling out during the quarter.
  • Algebris Investments (UK) sold 8,800 Simon Property Group shares in Q2 2017, an estimated $1.51M.
  • Algebris Investments (UK) first reported a position in Simon Property Group in Q3 2013 and held it in 3 quarters.
  • Algebris Investments (UK)'s Simon Property Group position peaked at $1.51M in Q1 2017.
  • 663 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2017.

Based on Algebris Investments (UK)'s 13F filing for Q2 2017.