AG
SPG icon

Aperio Group’s Simon Property Group SPG Stock Holding History

Aperio Group’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
2020
Q4 		$19.8M Buy
232,524
+9,596
+4% +$733K 0.06% 314
2020
Q3 		$14.4M Sell
222,928
-14,924
-6% -$978K 0.05% 360
2020
Q2 		$16.3M Buy
237,852
+63,392
+36% +$3.98M 0.06% 311
2020
Q1 		$9.57M Buy
174,460
+40,352
+30% +$4.83M 0.04% 424
2019
Q4 		$20M Sell
134,108
-4,089
-3% -$613K 0.07% 295
2019
Q3 		$21.5M Sell
138,197
-14,407
-9% -$2.24M 0.09% 272
2019
Q2 		$24.4M Sell
152,604
-11,776
-7% -$2.03M 0.1% 233
2019
Q1 		$30M Buy
164,380
+7,813
+5% +$1.39M 0.13% 172
2018
Q4 		$26.3M Buy
156,567
+13,397
+9% +$2.4M 0.13% 171
2018
Q3 		$25.3M Buy
143,170
+11,853
+9% +$2.1M 0.11% 205
2018
Q2 		$22.3M Buy
131,317
+7,907
+6% +$1.26M 0.11% 212
2018
Q1 		$19M Sell
123,410
-24,972
-17% -$3.97M 0.09% 250
2017
Q4 		$25.5M Buy
148,382
+33,272
+29% +$5.4M 0.13% 182
2017
Q3 		$18.5M Buy
115,110
+19,352
+20% +$3.09M 0.1% 231
2017
Q2 		$15.5M Buy
95,758
+6,843
+8% +$1.11M 0.09% 251
2017
Q1 		$15.3M Sell
88,915
-13,827
-13% -$2.47M 0.1% 224
2016
Q4 		$18.3M Sell
102,742
-34,040
-25% -$6.32M 0.14% 164
2016
Q3 		$28.3M Buy
136,782
+6,528
+5% +$1.42M 0.2% 109
2016
Q2 		$28.3M Buy
130,254
+2,267
+2% +$463K 0.22% 106
2016
Q1 		$26.6M Buy
127,987
+9,594
+8% +$1.84M 0.23% 103
2015
Q4 		$23M Buy
118,393
+3,282
+3% +$636K 0.21% 108
2015
Q3 		$21.1M Buy
115,111
+15,378
+15% +$2.82M 0.22% 113
2015
Q2 		$17.3M Buy
99,733
+4,145
+4% +$762K 0.18% 137
2015
Q1 		$18.7M Buy
95,588
+4,657
+5% +$902K 0.21% 110
2014
Q4 		$16.6M Buy
90,931
+2,990
+3% +$530K 0.2% 113
2014
Q3 		$14.5M Buy
87,941
+2,908
+3% +$490K 0.2% 128
2014
Q2 		$14.1M Sell
85,033
-2,053
-2% -$335K 0.21% 117
2014
Q1 		$13.4M Buy
+87,086
New +$13M 0.19% 116
2013
Q4 		– Sell
-67,532
Closed -$9.73M – 141
2013
Q3 		$9.42M Buy
67,532
+2,475
+4% +$359K 0.18% 121
2013
Q2 		$9.66M Buy
+65,057
New +$10.4M 0.23% 89

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Aperio Group's SPG Position: Q4 2020 in Review

Aperio Group increased its Simon Property Group (SPG) stake by 4.3% in Q4 2020, buying an estimated $733K and bringing the position to 232,524 shares worth $19.8M. The position accounts for 0.06% of the portfolio, ranked #314.

Aperio Group first reported a position in SPG in Q2 2013 and has held it in 30 quarters since. The position peaked at $30M in Q1 2019. 781 funds tracked by Wall St. Rank hold SPG as of Q4 2020.

  • Aperio Group held 232,524 shares of Simon Property Group worth $19.8M as of Q4 2020.
  • Aperio Group bought 9,596 Simon Property Group shares in Q4 2020, an estimated $733K.
  • Simon Property Group made up 0.06% of Aperio Group's portfolio in Q4 2020, its #314 holding.
  • Aperio Group first reported a position in Simon Property Group in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Simon Property Group position peaked at $30M in Q1 2019.
  • 781 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.