B
SPG icon

Baird’s Simon Property Group SPG Stock Holding History

Baird’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
2015
Q1 		$4.4M Sell
22,472
-2,328
-9% -$451K 0.04% 367
2014
Q4 		$4.52M Sell
24,800
-73
-0.3% -$13K 0.05% 360
2014
Q3 		$4.09M Sell
24,873
-129
-0.5% -$21.7K 0.06% 287
2014
Q2 		$4.16M Sell
25,002
-2,687
-10% -$439K 0.06% 292
2014
Q1 		$4.27M Sell
27,689
-1,124
-4% -$167K 0.06% 300
2013
Q4 		$4.12M Sell
28,813
-925
-3% -$133K 0.07% 297
2013
Q3 		$4.15M Sell
29,738
-5,469
-16% -$794K 0.08% 287
2013
Q2 		$5.23M Buy
+35,207
New +$5.65M 0.1% 228

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return