BlackRock Investment Management’s Simon Property Group SPG Stock Holding History

BlackRock Investment Management’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	$146M	Buy	819,961 +67,314	+9%	+$12.5M	0.17%	124
2016 Q3	$156M	Buy	752,647 +3,880	+0.5%	+$841K	0.19%	110
2016 Q2	$162M	Sell	748,767 -1,127	-0.2%	-$230K	0.21%	104
2016 Q1	$156M	Buy	749,894 +61,260	+9%	+$11.8M	0.2%	103
2015 Q4	$134M	Sell	688,634 -53,937	-7%	-$10.4M	0.17%	120
2015 Q3	$136M	Sell	742,571 -19,150	-3%	-$3.51M	0.18%	113
2015 Q2	$132M	Buy	761,721 +112,967	+17%	+$20.8M	0.16%	127
2015 Q1	$127M	Sell	648,754 -15,549	-2%	-$3.01M	0.17%	131
2014 Q4	$121M	Sell	664,303 -16,656	-2%	-$2.95M	0.16%	138
2014 Q3	$112M	Sell	680,959 -17,692	-3%	-$2.98M	0.16%	134
2014 Q2	$116M	Sell	698,651 -53,509	-7%	-$8.74M	0.16%	136
2014 Q1	$116M	Sell	752,160 -1,576	-0.2%	-$235K	0.17%	126
2013 Q4	$108M	Sell	753,736 -52,522	-7%	-$7.57M	0.16%	132
2013 Q3	$112M	Sell	806,258 -48,795	-6%	-$7.09M	0.19%	119
2013 Q2	$127M	Buy	+855,053	New	+$137M	0.23%	95

Other funds holding SPG

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

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Investment Management's SPG Position: Q4 2016 in Review

BlackRock Investment Management increased its Simon Property Group (SPG) stake by 8.9% in Q4 2016, buying an estimated $12.5M and bringing the position to 819,961 shares worth $146M. The position accounts for 0.17% of the portfolio, ranked #124.

BlackRock Investment Management first reported a position in SPG in Q2 2013 and has held it in 15 quarters since. The position peaked at $162M in Q2 2016. 709 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

BlackRock Investment Management held 819,961 shares of Simon Property Group worth $146M as of Q4 2016.
BlackRock Investment Management bought 67,314 Simon Property Group shares in Q4 2016, an estimated $12.5M.
Simon Property Group made up 0.17% of BlackRock Investment Management's portfolio in Q4 2016, its #124 holding.
BlackRock Investment Management first reported a position in Simon Property Group in Q2 2013 and has held it in 15 quarters since.
BlackRock Investment Management's Simon Property Group position peaked at $162M in Q2 2016.
709 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

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