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AMI Investment Management’s Simon Property Group SPG Stock Holding History

AMI Investment Management’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
Q4 		– Sell
-17,419
Closed -$1.88M – 68
2023
Q3 		$1.88M Sell
17,419
-345
-2% -$40.4K 0.85% 41
2023
Q2 		$2.05M Buy
17,764
+209
+1% +$22.8K 0.91% 38
2023
Q1 		$1.97M Sell
17,555
-50
-0.3% -$5.97K 0.92% 38
2022
Q4 		$2.07M Sell
17,605
-520
-3% -$57.8K 1.04% 37
2022
Q3 		$1.63M Sell
18,125
-378
-2% -$38.7K 0.92% 39
2022
Q2 		$1.76M Buy
18,503
+927
+5% +$106K 0.89% 38
2022
Q1 		$2.31M Buy
17,576
+204
+1% +$29.1K 1.01% 38
2021
Q4 		$2.78M Sell
17,372
-887
-5% -$135K 1.12% 33
2021
Q3 		$2.37M Sell
18,259
-1,179
-6% -$153K 0.99% 33
2021
Q2 		$2.54M Sell
19,438
-129
-0.7% -$16K 1% 33
2021
Q1 		$2.23M Buy
19,567
+2
+0% +$209 0.93% 37
2020
Q4 		$1.67M Buy
19,565
+52
+0.3% +$3.97K 0.74% 43
2020
Q3 		$1.26M Sell
19,513
-59
-0.3% -$3.87K 0.64% 47
2020
Q2 		$1.34M Sell
19,572
-13,958
-42% -$876K 0.71% 44
2020
Q1 		$1.84M Buy
33,530
+113
+0.3% +$13.5K 1.09% 34
2019
Q4 		$4.98M Buy
33,417
+1,525
+5% +$229K 2.13% 15
2019
Q3 		$4.96M Buy
31,892
+12,182
+62% +$1.89M 2.31% 14
2019
Q2 		$3.15M Buy
19,710
+385
+2% +$66.3K 1.61% 24
2019
Q1 		$3.52M Hold
19,325
– – 1.86% 21
2018
Q4 		$3.25M Buy
19,325
+320
+2% +$57.2K 1.92% 21
2018
Q3 		$3.36M Buy
19,005
+25
+0.1% +$4.42K 1.74% 24
2018
Q2 		$3.23M Buy
18,980
+1,795
+10% +$286K 1.71% 26
2018
Q1 		$2.65M Buy
17,185
+9,395
+121% +$1.49M 1.61% 24
2017
Q4 		$1.34M Buy
+7,790
New +$1.27M 0.8% 37

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AMI Investment Management's SPG Position: Q4 2023 in Review

AMI Investment Management sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 17,419 shares — an estimated $1.88M sold.

AMI Investment Management first reported a position in SPG in Q4 2017 and held it in 24 quarters. The position peaked at $4.98M in Q4 2019. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

  • AMI Investment Management reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
  • AMI Investment Management sold 17,419 Simon Property Group shares in Q4 2023, an estimated $1.88M.
  • AMI Investment Management first reported a position in Simon Property Group in Q4 2017 and held it in 24 quarters.
  • AMI Investment Management's Simon Property Group position peaked at $4.98M in Q4 2019.
  • 1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on AMI Investment Management's 13F filing for Q4 2023, filed 18 Jan 2024.