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Balanced Rock Investment Advisors’s Simon Property Group SPG Stock Holding History

Balanced Rock Investment Advisors’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
Q1 		– Sell
-4,734
Closed -$675K – 95
2023
Q4 		$675K Buy
+4,734
New +$572K 0.6% 39

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Balanced Rock Investment Advisors's SPG Position: Q1 2024 in Review

Balanced Rock Investment Advisors sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 4,734 shares — an estimated $675K sold.

Balanced Rock Investment Advisors first reported a position in SPG in Q4 2023 and held it in 1 quarter. The position peaked at $675K in Q4 2023. 1,082 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

  • Balanced Rock Investment Advisors reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
  • Balanced Rock Investment Advisors sold 4,734 Simon Property Group shares in Q1 2024, an estimated $675K.
  • Balanced Rock Investment Advisors first reported a position in Simon Property Group in Q4 2023 and held it in 1 quarter.
  • Balanced Rock Investment Advisors's Simon Property Group position peaked at $675K in Q4 2023.
  • 1,082 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.