Chapman Investment Management’s Simon Property Group SPG Stock Holding History

Chapman 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
2023 Q1	–	Sell	-2,048	Closed	-$241K	–	39
2022 Q4	$241K	Buy	+2,048	New	+$228K	0.22%	35
2022 Q3	–	Sell	-5,538	Closed	-$526K	–	43
2022 Q2	$526K	Hold	5,538	–	–	0.36%	34
2022 Q1	$729K	Hold	5,538	–	–	0.39%	34
2021 Q4	$885K	Buy	5,538 +340	+7%	+$51.9K	0.4%	36
2021 Q3	$676K	Buy	5,198 +1,000	+24%	+$130K	0.35%	38
2021 Q2	$548K	Hold	4,198	–	–	0.3%	35
2021 Q1	$478K	Buy	+4,198	New	+$438K	0.3%	33
2020 Q4	–	Sell	-4,198	Closed	-$321K	–	38
2020 Q3	$272K	Hold	4,198	–	–	0.2%	37
2020 Q2	$287K	Buy	+4,198	New	+$263K	0.23%	39

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

Chapman Investment Management's SPG Position: Q1 2023 in Review

Chapman Investment Management sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 2,048 shares — an estimated $241K sold.

Chapman Investment Management first reported a position in SPG in Q2 2020 and held it in 9 quarters. The position peaked at $885K in Q4 2021. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

Chapman Investment Management reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
Chapman Investment Management sold 2,048 Simon Property Group shares in Q1 2023, an estimated $241K.
Chapman Investment Management first reported a position in Simon Property Group in Q2 2020 and held it in 9 quarters.
Chapman Investment Management's Simon Property Group position peaked at $885K in Q4 2021.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on Chapman Investment Management's 13F filing for Q1 2023, filed 25 Apr 2023.