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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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. 1,083 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.
1,083 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.