Clearwater Capital Advisors’s Simon Property Group SPG Stock Holding History

Clearwater Capital Advisors’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
2024 Q3	–	Sell	-1,800	Closed	-$273K	–	176
2024 Q2	$273K	Hold	1,800	–	–	0.03%	134
2024 Q1	$282K	Hold	1,800	–	–	0.03%	135
2023 Q4	$257K	Buy	+1,800	New	+$218K	0.03%	132
2023 Q3	–	Sell	-1,800	Closed	-$208K	–	151
2023 Q2	$208K	Hold	1,800	–	–	0.02%	140
2023 Q1	$202K	Hold	1,800	–	–	0.02%	145
2022 Q4	$211K	Buy	+1,800	New	+$200K	0.03%	146
2022 Q2	–	Sell	-1,800	Closed	-$237K	–	169
2022 Q1	$237K	Hold	1,800	–	–	0.03%	152
2021 Q4	$288K	Buy	+1,800	New	+$275K	0.03%	139
2018 Q2	–	Sell	-139	Closed	-$21K	–	498
2018 Q1	$21K	Buy	+139	New	+$22.1K	﹤0.01%	383

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clearwater Capital Advisors's SPG Position: Q3 2024 in Review

Clearwater Capital Advisors sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 1,800 shares — an estimated $273K sold.

Clearwater Capital Advisors first reported a position in SPG in Q1 2018 and held it in 9 quarters. The position peaked at $288K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Clearwater Capital Advisors reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
Clearwater Capital Advisors sold 1,800 Simon Property Group shares in Q3 2024, an estimated $273K.
Clearwater Capital Advisors first reported a position in Simon Property Group in Q1 2018 and held it in 9 quarters.
Clearwater Capital Advisors's Simon Property Group position peaked at $288K in Q4 2021.
1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Clearwater Capital Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.