Burleson & Co’s Simon Property Group SPG Stock Holding History

Burleson & Co’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
2022 Q4	$40K	Hold	341	–	–	0.01%	186
2022 Q3	$31K	Hold	341	–	–	0.01%	222
2022 Q2	$32K	Sell	341 -1,200	-78%	-$138K	0.01%	206
2022 Q1	$203K	Hold	1,541	–	–	0.03%	135
2021 Q4	$246K	Hold	1,541	–	–	0.04%	132
2021 Q3	$200K	Hold	1,541	–	–	0.03%	129
2021 Q2	$201K	Hold	1,541	–	–	0.03%	137
2021 Q1	$175K	Buy	+1,541	New	+$161K	0.03%	136

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Burleson & Co's SPG Position: Q4 2022 in Review

Burleson & Co held its Simon Property Group (SPG) position steady in Q4 2022 at 341 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #186.

Burleson & Co first reported a position in SPG in Q1 2021 and has held it in 8 quarters since. The position peaked at $246K in Q4 2021. 995 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

Burleson & Co held 341 shares of Simon Property Group worth $40K as of Q4 2022.
Burleson & Co left its Simon Property Group share count unchanged in Q4 2022.
Simon Property Group made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #186 holding.
Burleson & Co first reported a position in Simon Property Group in Q1 2021 and has held it in 8 quarters since.
Burleson & Co's Simon Property Group position peaked at $246K in Q4 2021.
995 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.