Baker Tilly Wealth Management’s Simon Property Group SPG Stock Holding History

Baker Tilly 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
2024 Q3	–	Sell	-2,043	Closed	-$310K	–	282
2024 Q2	$310K	Sell	2,043 -4,428	-68%	-$652K	0.13%	194
2024 Q1	$1.01M	Sell	6,471 -205	-3%	-$30.1K	0.18%	121
2023 Q4	$952K	Buy	6,676 +3,945	+144%	+$477K	0.16%	142
2023 Q3	$295K	Buy	2,731 +15	+0.6%	+$1.76K	0.05%	372
2023 Q2	$314K	Sell	2,716 -157	-5%	-$17.1K	0.03%	447
2023 Q1	$322K	Buy	+2,873	New	+$343K	0.04%	441

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baker Tilly Wealth Management's SPG Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 2,043 shares — an estimated $310K sold.

Baker Tilly Wealth Management first reported a position in SPG in Q1 2023 and held it in 6 quarters. The position peaked at $1.01M in Q1 2024. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Baker Tilly Wealth Management reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,043 Simon Property Group shares in Q3 2024, an estimated $310K.
Baker Tilly Wealth Management first reported a position in Simon Property Group in Q1 2023 and held it in 6 quarters.
Baker Tilly Wealth Management's Simon Property Group position peaked at $1.01M in Q1 2024.
1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.