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BlackRock Advisors’s Simon Property Group SPG Stock Holding History

BlackRock 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
2016
Q4 		$240M Buy
1,349,210
+383,696
+40% +$71.2M 0.24% 97
2016
Q3 		$200M Sell
965,514
-90,862
-9% -$19.7M 0.21% 118
2016
Q2 		$229M Buy
1,056,376
+202,682
+24% +$41.4M 0.23% 102
2016
Q1 		$177M Buy
853,694
+633,817
+288% +$122M 0.19% 125
2015
Q4 		$42.8M Sell
219,877
-434,621
-66% -$84.2M 0.05% 351
2015
Q3 		$120M Buy
654,498
+123,409
+23% +$22.6M 0.13% 174
2015
Q2 		$91.9M Buy
531,089
+503,049
+1,794% +$92.4M 0.1% 213
2015
Q1 		$5.49M Buy
28,040
+719
+3% +$139K 0.01% 953
2014
Q4 		$4.97M Buy
27,321
+1,781
+7% +$316K 0.01% 968
2014
Q3 		$4.2M Buy
25,540
+1,218
+5% +$205K ﹤0.01% 1009
2014
Q2 		$4.04M Sell
24,322
-544,713
-96% -$88.9M ﹤0.01% 1014
2014
Q1 		$87.8M Sell
569,035
-2,531
-0.4% -$377K 0.09% 243
2013
Q4 		$81.8M Buy
571,566
+908
+0.2% +$131K 0.08% 257
2013
Q3 		$79.6M Buy
570,658
+1,504
+0.3% +$218K 0.08% 258
2013
Q2 		$84.6M Buy
+569,154
New +$91.3M 0.09% 232

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

BlackRock Advisors's SPG Position: Q4 2016 in Review

BlackRock Advisors increased its Simon Property Group (SPG) stake by 40% in Q4 2016, buying an estimated $71.2M and bringing the position to 1,349,210 shares worth $240M. The position accounts for 0.24% of the portfolio, ranked #97.

BlackRock Advisors first reported a position in SPG in Q2 2013 and has held it in 15 quarters since. 709 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

  • BlackRock Advisors held 1,349,210 shares of Simon Property Group worth $240M as of Q4 2016.
  • BlackRock Advisors bought 383,696 Simon Property Group shares in Q4 2016, an estimated $71.2M.
  • Simon Property Group made up 0.24% of BlackRock Advisors's portfolio in Q4 2016, its #97 holding.
  • BlackRock Advisors first reported a position in Simon Property Group in Q2 2013 and has held it in 15 quarters since.
  • 709 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.