CRIM
SPG icon

Castle Ridge Investment Management’s Simon Property Group SPG Stock Holding History

Castle Ridge 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
2017
Q3 		– Sell
-41,455
Closed -$6.71M – 30
2017
Q2 		$6.71M Buy
+41,455
New +$6.75M 2.45% 19

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Castle Ridge Investment Management's SPG Position: Q3 2017 in Review

Castle Ridge Investment Management sold out of Simon Property Group (SPG) in Q3 2017, closing a stake of 41,455 shares — an estimated $6.71M sold.

Castle Ridge Investment Management first reported a position in SPG in Q2 2017 and held it in 1 quarter. The position peaked at $6.71M in Q2 2017. 654 funds tracked by Wall St. Rank hold SPG as of Q3 2017.

  • Castle Ridge Investment Management reported no remaining Simon Property Group position as of Q3 2017 after selling out during the quarter.
  • Castle Ridge Investment Management sold 41,455 Simon Property Group shares in Q3 2017, an estimated $6.71M.
  • Castle Ridge Investment Management first reported a position in Simon Property Group in Q2 2017 and held it in 1 quarter.
  • Castle Ridge Investment Management's Simon Property Group position peaked at $6.71M in Q2 2017.
  • 654 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2017.

Based on Castle Ridge Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.