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Berman Capital Advisors’s Simon Property Group SPG Stock Holding History

Berman Capital 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
2021
Q3 		$249K Buy
1,929
+431
+29% +$56.1K 0.04% 231
2021
Q2 		$194K Buy
1,498
+245
+20% +$30.5K 0.03% 243
2021
Q1 		$142K Buy
1,253
+207
+20% +$21.6K 0.03% 236
2020
Q4 		$89K Buy
1,046
+121
+13% +$9.24K 0.02% 273
2020
Q3 		$59K Buy
925
+145
+19% +$9.51K 0.02% 310
2020
Q2 		$53K Buy
780
+224
+40% +$14.1K 0.01% 313
2020
Q1 		$29K Buy
556
+288
+107% +$34.4K 0.01% 403
2019
Q4 		$39K Sell
268
-94
-26% -$14.1K 0.01% 369
2019
Q3 		$56K Sell
362
-63
-15% -$9.8K 0.02% 283
2019
Q2 		$67K Sell
425
-98
-19% -$16.9K 0.02% 261
2019
Q1 		$95K Buy
523
+59
+13% +$10.5K 0.03% 201
2018
Q4 		$77K Buy
+464
New +$83K 0.03% 210

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Berman Capital Advisors's SPG Position: Q3 2021 in Review

Berman Capital Advisors increased its Simon Property Group (SPG) stake by 29% in Q3 2021, buying an estimated $56.1K and bringing the position to 1,929 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #231.

Berman Capital Advisors first reported a position in SPG in Q4 2018 and has held it in 12 quarters since. 916 funds tracked by Wall St. Rank hold SPG as of Q3 2021.

  • Berman Capital Advisors held 1,929 shares of Simon Property Group worth $249K as of Q3 2021.
  • Berman Capital Advisors bought 431 Simon Property Group shares in Q3 2021, an estimated $56.1K.
  • Simon Property Group made up 0.04% of Berman Capital Advisors's portfolio in Q3 2021, its #231 holding.
  • Berman Capital Advisors first reported a position in Simon Property Group in Q4 2018 and has held it in 12 quarters since.
  • 916 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.