CAN
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Claraphi Advisory Network’s Simon Property Group SPG Stock Holding History

Claraphi Advisory Network’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
Q1 		– Sell
-11,130
Closed -$1.78M – 336
2021
Q4 		$1.78M Buy
11,130
+1,103
+11% +$168K 0.62% 34
2021
Q3 		$1.3M Buy
10,027
+224
+2% +$29.2K 0.46% 43
2021
Q2 		$1.28M Buy
9,803
+9
+0.1% +$1.12K 0.39% 47
2021
Q1 		$1.11M Buy
+9,794
New +$1.02M 0.31% 69
2020
Q2 		– Sell
-100
Closed -$5K – 1047
2020
Q1 		$5K Buy
+100
New +$12K ﹤0.01% 896

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return