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
2022 Q1	–	Sell	-39,345	Closed	-$6.33M	–	626
2021 Q4	$6.33M	Buy	+39,345	New	+$6.01M	0.05%	65

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

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

Norges Bank Oslo, Norway $935B AUM

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

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.