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

Capital Growth 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
2022 Q3	–	Sell	-200,000	Closed	-$19M	–	79
2022 Q2	$19M	Hold	200,000	–	–	2.26%	16
2022 Q1	$26.3M	Hold	200,000	–	–	2.43%	17
2021 Q4	$32M	Hold	200,000	–	–	2.94%	9
2021 Q3	$26M	Buy	+200,000	New	+$26M	2.39%	14
2021 Q2	–	Sell	-210,000	Closed	-$23.9M	–	82
2021 Q1	$23.9M	Buy	+210,000	New	+$21.9M	2.18%	18
2013 Q3	–	Sell	-675,720	Closed	-$100M	–	83
2013 Q2	$100M	Buy	+675,720	New	+$108M	2.66%	9

Other funds holding SPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Growth Management's SPG Position: Q3 2022 in Review

Capital Growth Management sold out of Simon Property Group (SPG) in Q3 2022, closing a stake of 200,000 shares — an estimated $19M sold.

Capital Growth Management first reported a position in SPG in Q2 2013 and held it in 6 quarters. The position peaked at $100M in Q2 2013. 919 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

Capital Growth Management reported no remaining Simon Property Group position as of Q3 2022 after selling out during the quarter.
Capital Growth Management sold 200,000 Simon Property Group shares in Q3 2022, an estimated $19M.
Capital Growth Management first reported a position in Simon Property Group in Q2 2013 and held it in 6 quarters.
Capital Growth Management's Simon Property Group position peaked at $100M in Q2 2013.
919 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on Capital Growth Management's 13F filing for Q3 2022, filed 14 Nov 2022.