American Portfolios Advisors’s Simon Property Group SPG Stock Holding History

American Portfolios Advisors’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 Q3	$491K	Sell	5,469 -139	-2%	-$14.2K	0.02%	650
2022 Q2	$532K	Buy	5,608 +154	+3%	+$17.6K	0.02%	632
2022 Q1	$718K	Buy	5,454 +155	+3%	+$22.1K	0.02%	592
2021 Q4	$847K	Buy	5,299 +790	+18%	+$121K	0.03%	535
2021 Q3	$586K	Buy	4,509 +164	+4%	+$21.3K	0.02%	635
2021 Q2	$567K	Sell	4,345 -1,198	-22%	-$149K	0.02%	660
2021 Q1	$631K	Buy	5,543 +4,280	+339%	+$446K	0.03%	569
2020 Q4	$108K	Buy	1,263 +452	+56%	+$34.5K	0.01%	1126
2020 Q3	$52.5K	Sell	811 -287	-26%	-$18.8K	﹤0.01%	1306
2020 Q2	$75K	Buy	1,098 +373	+51%	+$23.4K	﹤0.01%	1125
2020 Q1	$39.7K	Sell	725 -64	-8%	-$7.65K	﹤0.01%	1261
2019 Q4	$117K	Sell	789 -23	-3%	-$3.45K	0.01%	966
2019 Q3	$126K	Buy	812 +140	+21%	+$21.8K	0.01%	893
2019 Q2	$107K	Sell	672 -129	-16%	-$22.2K	0.01%	956
2019 Q1	$146K	Buy	801 +213	+36%	+$37.9K	0.01%	732
2018 Q4	$98.8K	Sell	588 -33	-5%	-$5.9K	0.01%	732
2018 Q3	$110K	Buy	621 +20	+3%	+$3.54K	0.01%	789
2018 Q2	$102K	Sell	601 -11	-2%	-$1.75K	0.01%	792
2018 Q1	$94.4K	Sell	612 -353	-37%	-$56.1K	0.01%	777
2017 Q4	$166K	Buy	+965	New	+$157K	0.03%	571

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Portfolios Advisors's SPG Position: Q3 2022 in Review

American Portfolios Advisors reduced its Simon Property Group (SPG) stake by 2.5% in Q3 2022, selling an estimated $14.2K and leaving 5,469 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #650.

American Portfolios Advisors first reported a position in SPG in Q4 2017 and has held it in 20 quarters since. The position peaked at $847K in Q4 2021. 920 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

American Portfolios Advisors held 5,469 shares of Simon Property Group worth $491K as of Q3 2022.
American Portfolios Advisors sold 139 Simon Property Group shares in Q3 2022, an estimated $14.2K.
Simon Property Group made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #650 holding.
American Portfolios Advisors first reported a position in Simon Property Group in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Simon Property Group position peaked at $847K in Q4 2021.
920 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.