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Avitas Wealth Management’s Simon Property Group SPG Stock Holding History

Avitas Wealth 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
2021
Q2 		– Sell
-20,257
Closed -$2.31M – 221
2021
Q1 		$2.31M Buy
20,257
+1,775
+10% +$185K 0.45% 82
2020
Q4 		$1.58M Buy
+18,482
New +$1.41M 0.32% 118

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avitas Wealth Management's SPG Position: Q2 2021 in Review

Avitas Wealth Management sold out of Simon Property Group (SPG) in Q2 2021, closing a stake of 20,257 shares — an estimated $2.31M sold.

Avitas Wealth Management first reported a position in SPG in Q4 2020 and held it in 2 quarters. The position peaked at $2.31M in Q1 2021. 905 funds tracked by Wall St. Rank hold SPG as of Q2 2021.

  • Avitas Wealth Management reported no remaining Simon Property Group position as of Q2 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 20,257 Simon Property Group shares in Q2 2021, an estimated $2.31M.
  • Avitas Wealth Management first reported a position in Simon Property Group in Q4 2020 and held it in 2 quarters.
  • Avitas Wealth Management's Simon Property Group position peaked at $2.31M in Q1 2021.
  • 905 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2021.

Based on Avitas Wealth Management's 13F filing for Q2 2021, filed 12 Jul 2021.