Bellecapital’s Simon Property Group SPG Stock Holding History

Bellecapital’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
2022 Q2	–	Sell	-1,900	Closed	-$250K	–	218
2022 Q1	$250K	Hold	1,900	–	–	0.08%	174
2021 Q4	$304K	Hold	1,900	–	–	0.09%	154
2021 Q3	$247K	Buy	+1,900	New	+$247K	0.08%	171

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Bellecapital's SPG Position: Q2 2022 in Review

Bellecapital sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 1,900 shares — an estimated $250K sold.

Bellecapital first reported a position in SPG in Q3 2021 and held it in 3 quarters. The position peaked at $304K in Q4 2021. 938 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

Bellecapital reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
Bellecapital sold 1,900 Simon Property Group shares in Q2 2022, an estimated $250K.
Bellecapital first reported a position in Simon Property Group in Q3 2021 and held it in 3 quarters.
Bellecapital's Simon Property Group position peaked at $304K in Q4 2021.
938 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Bellecapital's 13F filing for Q2 2022, filed 27 Jul 2022.