BlackRock Institutional Trust’s Simon Property Group SPG Stock Holding History

BlackRock Institutional Trust’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	$2.29B	Buy	12,915,552 +353,510	+3%	+$65.6M	0.34%	51
2016 Q3	$2.6B	Sell	12,562,042 -295,871	-2%	-$64.2M	0.4%	45
2016 Q2	$2.79B	Sell	12,857,913 -205,507	-2%	-$41.9M	0.45%	43
2016 Q1	$2.71B	Buy	13,063,420 +82,646	+0.6%	+$15.9M	0.45%	41
2015 Q4	$2.52B	Buy	12,980,774 +161,592	+1%	+$31.3M	0.42%	42
2015 Q3	$2.36B	Sell	12,819,182 -179,623	-1%	-$32.9M	0.41%	42
2015 Q2	$2.25B	Sell	12,998,805 -291,988	-2%	-$53.7M	0.36%	52
2015 Q1	$2.6B	Buy	13,290,793 +368,608	+3%	+$71.4M	0.4%	47
2014 Q4	$2.35B	Buy	12,922,185 +774,740	+6%	+$137M	0.38%	47
2014 Q3	$2B	Buy	12,147,445 +291,824	+2%	+$49.1M	0.34%	53
2014 Q2	$1.97B	Sell	11,855,621 -759,900	-6%	-$124M	0.33%	54
2014 Q1	$1.95B	Buy	12,615,521 +6,821	+0.1%	+$1.02M	0.34%	52
2013 Q4	$1.8B	Buy	12,608,700 +446,522	+4%	+$64.3M	0.32%	56
2013 Q3	$1.7B	Buy	12,162,178 +333,987	+3%	+$48.5M	0.33%	57
2013 Q2	$1.76B	Buy	+11,828,191	New	+$1.9B	0.35%	49

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

BlackRock Institutional Trust's SPG Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Simon Property Group (SPG) stake by 2.8% in Q4 2016, buying an estimated $65.6M and bringing the position to 12,915,552 shares worth $2.29B. The position accounts for 0.34% of the portfolio, ranked #51.

BlackRock Institutional Trust first reported a position in SPG in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.79B in Q2 2016. 709 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

BlackRock Institutional Trust held 12,915,552 shares of Simon Property Group worth $2.29B as of Q4 2016.
BlackRock Institutional Trust bought 353,510 Simon Property Group shares in Q4 2016, an estimated $65.6M.
Simon Property Group made up 0.34% of BlackRock Institutional Trust's portfolio in Q4 2016, its #51 holding.
BlackRock Institutional Trust first reported a position in Simon Property Group in Q2 2013 and has held it in 15 quarters since.
BlackRock Institutional Trust's Simon Property Group position peaked at $2.79B in Q2 2016.
709 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

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