BBR Partners’s Simon Property Group SPG Stock Holding History

BBR Partners’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
2023 Q1	–	Sell	-4,400	Closed	-$517K	–	187
2022 Q4	$517K	Hold	4,400	–	–	0.06%	102
2022 Q3	$395K	Buy	+4,400	New	+$450K	0.05%	117

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

BBR Partners's SPG Position: Q1 2023 in Review

BBR Partners sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 4,400 shares — an estimated $517K sold.

BBR Partners first reported a position in SPG in Q3 2022 and held it in 2 quarters. The position peaked at $517K in Q4 2022. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

BBR Partners reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
BBR Partners sold 4,400 Simon Property Group shares in Q1 2023, an estimated $517K.
BBR Partners first reported a position in Simon Property Group in Q3 2022 and held it in 2 quarters.
BBR Partners's Simon Property Group position peaked at $517K in Q4 2022.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on BBR Partners's 13F filing for Q1 2023, filed 11 May 2023.