BCM
SPG icon

BTC Capital Management’s Simon Property Group SPG Stock Holding History

BTC Capital 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
2021
Q3 		– Sell
-6,660
Closed -$869K – 226
2021
Q2 		$869K Sell
6,660
-5,246
-44% -$652K 0.1% 126
2021
Q1 		$1.35M Sell
11,906
-361
-3% -$37.7K 0.15% 104
2020
Q4 		$1.05M Buy
12,267
+7,021
+134% +$536K 0.12% 119
2020
Q3 		$339K Hold
5,246
– – 0.05% 153
2020
Q2 		$359K Hold
5,246
– – 0.05% 144
2020
Q1 		$288K Sell
5,246
-658
-11% -$78.7K 0.06% 142
2019
Q4 		$879K Sell
5,904
-25,972
-81% -$3.89M 0.13% 115
2019
Q3 		$4.95M Buy
31,876
+89
+0.3% +$13.8K 0.79% 42
2019
Q2 		$5.08M Sell
31,787
-2,935
-8% -$505K 0.82% 38
2019
Q1 		$6.32M Buy
34,722
+1,535
+5% +$273K 1.01% 25
2018
Q4 		$5.58M Buy
33,187
+1,087
+3% +$194K 1% 26
2018
Q3 		$5.66M Sell
32,100
-578
-2% -$102K 0.97% 32
2018
Q2 		$5.57M Buy
32,678
+851
+3% +$135K 1.32% 22
2018
Q1 		$4.91M Buy
31,827
+2,040
+7% +$324K 0.8% 39
2017
Q4 		$5.11M Sell
29,787
-2,590
-8% -$421K 0.88% 34
2017
Q3 		$5.22M Sell
32,377
-763
-2% -$122K 0.93% 31
2017
Q2 		$5.36M Buy
33,140
+278
+0.8% +$45.3K 0.97% 26
2017
Q1 		$5.65M Buy
32,862
+3,839
+13% +$686K 1.05% 25
2016
Q4 		$5.15M Buy
29,023
+936
+3% +$174K 1.02% 26
2016
Q3 		$5.81M Buy
28,087
+3,931
+16% +$852K 1.21% 20
2016
Q2 		$5.24M Buy
+24,156
New +$4.93M 1.13% 22

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

BTC Capital Management's SPG Position: Q3 2021 in Review

BTC Capital Management sold out of Simon Property Group (SPG) in Q3 2021, closing a stake of 6,660 shares — an estimated $869K sold.

BTC Capital Management first reported a position in SPG in Q2 2016 and held it in 21 quarters. The position peaked at $6.32M in Q1 2019. 915 funds tracked by Wall St. Rank hold SPG as of Q3 2021.

  • BTC Capital Management reported no remaining Simon Property Group position as of Q3 2021 after selling out during the quarter.
  • BTC Capital Management sold 6,660 Simon Property Group shares in Q3 2021, an estimated $869K.
  • BTC Capital Management first reported a position in Simon Property Group in Q2 2016 and held it in 21 quarters.
  • BTC Capital Management's Simon Property Group position peaked at $6.32M in Q1 2019.
  • 915 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2021.

Based on BTC Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.