AR Asset Management’s Simon Property Group SPG Stock Holding History

AR Asset 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
2020 Q3	–	Sell	-17,830	Closed	-$1.22M	–	114
2020 Q2	$1.22M	Hold	17,830	–	–	0.46%	54
2020 Q1	$978K	Buy	17,830 +2,500	+16%	+$299K	0.4%	60
2019 Q4	$2.28M	Hold	15,330	–	–	0.76%	39
2019 Q3	$2.39M	Sell	15,330 -370	-2%	-$57.5K	0.84%	39
2019 Q2	$2.51M	Hold	15,700	–	–	0.91%	35
2019 Q1	$2.86M	Hold	15,700	–	–	1.07%	28
2018 Q4	$2.64M	Hold	15,700	–	–	1.13%	27
2018 Q3	$2.77M	Hold	15,700	–	–	1.02%	29
2018 Q2	$2.67M	Hold	15,700	–	–	1.04%	31
2018 Q1	$2.42M	Buy	15,700 +14,500	+1,208%	+$2.31M	0.98%	30
2017 Q4	$206K	Sell	1,200 -1,000	-45%	-$162K	0.08%	112
2017 Q3	$354K	Hold	2,200	–	–	0.14%	104
2017 Q2	$356K	Hold	2,200	–	–	0.14%	103
2017 Q1	$378K	Hold	2,200	–	–	0.16%	98
2016 Q4	$391K	Sell	2,200 -400	-15%	-$74.3K	0.17%	96
2016 Q3	$538K	Hold	2,600	–	–	0.23%	84
2016 Q2	$564K	Hold	2,600	–	–	0.24%	81
2016 Q1	$540K	Buy	+2,600	New	+$499K	0.23%	79

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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

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

AR Asset Management's SPG Position: Q3 2020 in Review

AR Asset Management sold out of Simon Property Group (SPG) in Q3 2020, closing a stake of 17,830 shares — an estimated $1.22M sold.

AR Asset Management first reported a position in SPG in Q1 2016 and held it in 18 quarters. The position peaked at $2.86M in Q1 2019. 671 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

AR Asset Management reported no remaining Simon Property Group position as of Q3 2020 after selling out during the quarter.
AR Asset Management sold 17,830 Simon Property Group shares in Q3 2020, an estimated $1.22M.
AR Asset Management first reported a position in Simon Property Group in Q1 2016 and held it in 18 quarters.
AR Asset Management's Simon Property Group position peaked at $2.86M in Q1 2019.
671 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on AR Asset Management's 13F filing for Q3 2020, filed 5 Nov 2020.