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Altshuler Shaham’s Simon Property Group SPG Stock Holding History

Altshuler Shaham’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
Q2 		– Sell
-4,200
Closed -$470K – 390
2023
Q1 		$470K Sell
4,200
-23,365
-85% -$2.79M 0.01% 75
2022
Q4 		$3.24M Sell
27,565
-11,780
-30% -$1.31M 0.13% 20
2022
Q3 		$3.56M Hold
39,345
– – 0.09% 29
2022
Q2 		$3.73M Hold
39,345
– – 0.06% 36
2022
Q1 		$5.22M Buy
+39,345
New +$5.61M 0.05% 72
2021
Q4 		– Sell
-2,331,852
Closed -$356M – 633
2021
Q3 		$327M Sell
2,331,852
-5,659
-0.2% -$737K 2.39% 17
2021
Q2 		$266M Buy
2,337,511
+382,710
+20% +$47.6M 1.98% 16
2021
Q1 		$222M Sell
1,954,801
-251,861
-11% -$26.3M 2.25% 13
2020
Q4 		$170M Buy
2,206,662
+2,176,031
+7,104% +$166M 3.4% 12
2020
Q3 		$1.98M Sell
30,631
-2,773
-8% -$182K 0.05% 55
2020
Q2 		$2.28M Buy
33,404
+20,790
+165% +$1.3M 0.07% 39
2020
Q1 		$692K Sell
12,614
-1,220,174
-99% -$146M 0.03% 67
2019
Q4 		$184M Buy
+1,232,788
New +$185M 5.24% 8
2018
Q2 		– Sell
-12,888
Closed -$1.99M – 256
2018
Q1 		$1.99M Sell
12,888
-1,253,334
-99% -$199M 0.26% 46
2017
Q4 		$217M Buy
+1,266,222
New +$206M 30.85% 1

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Altshuler Shaham's SPG Position: Q2 2023 in Review

Altshuler Shaham sold out of Simon Property Group (SPG) in Q2 2023, closing a stake of 4,200 shares — an estimated $470K sold.

Altshuler Shaham first reported a position in SPG in Q4 2017 and held it in 15 quarters. The position peaked at $327M in Q3 2021. 985 funds tracked by Wall St. Rank hold SPG as of Q2 2023.

  • Altshuler Shaham reported no remaining Simon Property Group position as of Q2 2023 after selling out during the quarter.
  • Altshuler Shaham sold 4,200 Simon Property Group shares in Q2 2023, an estimated $470K.
  • Altshuler Shaham first reported a position in Simon Property Group in Q4 2017 and held it in 15 quarters.
  • Altshuler Shaham's Simon Property Group position peaked at $327M in Q3 2021.
  • 985 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2023.

Based on Altshuler Shaham's 13F filing for Q2 2023, filed 24 Jul 2023.