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Analytic Investors’s Simon Property Group SPG Stock Holding History

Analytic Investors’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
2016
Q3 		$686K Buy
+3,310
New +$718K 0.01% 431
2016
Q1 		– Sell
-6,717
Closed -$1.31M – 678
2015
Q4 		$1.31M Buy
+6,717
New +$1.3M 0.02% 356
2015
Q3 		– Sell
-2,639
Closed -$457K – 627
2015
Q2 		$457K Sell
2,639
-5,574
-68% -$1.02M 0.01% 467
2015
Q1 		$1.61M Sell
8,213
-136,760
-94% -$26.5M 0.02% 298
2014
Q4 		$26.4M Buy
144,973
+32,718
+29% +$5.8M 0.38% 82
2014
Q3 		$18.5M Buy
+112,255
New +$18.9M 0.26% 108
2013
Q4 		– Sell
-2,162
Closed -$301K – 562
2013
Q3 		$301K Buy
+2,162
New +$314K ﹤0.01% 454

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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 $34.6B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return