BG
SPG icon

BlackRock Group’s Simon Property Group SPG Stock Holding History

BlackRock Group’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 		$890M Buy
5,010,475
+83,517
+2% +$15.5M 0.42% 46
2016
Q3 		$1.02B Buy
4,926,958
+125,491
+3% +$27.2M 0.51% 41
2016
Q2 		$1.04B Sell
4,801,467
-6,430
-0.1% -$1.31M 0.54% 38
2016
Q1 		$999M Buy
4,807,897
+237,608
+5% +$45.6M 0.54% 38
2015
Q4 		$889M Buy
4,570,289
+42,089
+0.9% +$8.15M 0.49% 44
2015
Q3 		$832M Sell
4,528,200
-29,941
-0.7% -$5.49M 0.49% 44
2015
Q2 		$789M Buy
4,558,141
+326,022
+8% +$59.9M 0.43% 50
2015
Q1 		$828M Sell
4,232,119
-179,559
-4% -$34.8M 0.45% 49
2014
Q4 		$803M Buy
4,411,678
+243,889
+6% +$43.3M 0.43% 48
2014
Q3 		$685M Buy
4,167,789
+91,428
+2% +$15.4M 0.4% 50
2014
Q2 		$678M Sell
4,076,361
-28,098
-0.7% -$4.59M 0.39% 56
2014
Q1 		$633M Buy
4,104,459
+20,966
+0.5% +$3.12M 0.4% 53
2013
Q4 		$585M Buy
4,083,493
+260,643
+7% +$37.6M 0.38% 56
2013
Q3 		$533M Buy
3,822,850
+200,539
+6% +$29.1M 0.36% 58
2013
Q2 		$538M Buy
+3,622,311
New +$581M 0.41% 46

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 $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $14.3B AUM 16.79% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

BlackRock Group's SPG Position: Q4 2016 in Review

BlackRock Group increased its Simon Property Group (SPG) stake by 1.7% in Q4 2016, buying an estimated $15.5M and bringing the position to 5,010,475 shares worth $890M. The position accounts for 0.42% of the portfolio, ranked #46.

BlackRock Group first reported a position in SPG in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.04B in Q2 2016. 709 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

  • BlackRock Group held 5,010,475 shares of Simon Property Group worth $890M as of Q4 2016.
  • BlackRock Group bought 83,517 Simon Property Group shares in Q4 2016, an estimated $15.5M.
  • Simon Property Group made up 0.42% of BlackRock Group's portfolio in Q4 2016, its #46 holding.
  • BlackRock Group first reported a position in Simon Property Group in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Group's Simon Property Group position peaked at $1.04B in Q2 2016.
  • 709 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

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