Boston Family Office’s Simon Property Group SPG Stock Holding History

Boston Family Office’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
2023 Q1	–	Sell	-4,409	Closed	-$518K	–	268
2022 Q4	$518K	Buy	4,409 +409	+10%	+$45.5K	0.04%	192
2022 Q3	$360K	Buy	4,000 +1,308	+49%	+$134K	0.03%	217
2022 Q2	$256K	Buy	2,692 +131	+5%	+$15K	0.02%	239
2022 Q1	$337K	Buy	2,561 +309	+14%	+$44K	0.02%	234
2021 Q4	$360K	Buy	2,252 +328	+17%	+$50.1K	0.02%	233
2021 Q3	$250K	Buy	1,924 +175	+10%	+$22.8K	0.02%	255
2021 Q2	$228K	Buy	+1,749	New	+$217K	0.02%	258

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Family Office's SPG Position: Q1 2023 in Review

Boston Family Office sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 4,409 shares — an estimated $518K sold.

Boston Family Office first reported a position in SPG in Q2 2021 and held it in 7 quarters. The position peaked at $518K in Q4 2022. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

Boston Family Office reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
Boston Family Office sold 4,409 Simon Property Group shares in Q1 2023, an estimated $518K.
Boston Family Office first reported a position in Simon Property Group in Q2 2021 and held it in 7 quarters.
Boston Family Office's Simon Property Group position peaked at $518K in Q4 2022.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on Boston Family Office's 13F filing for Q1 2023, filed 10 May 2023.