Coastal Bridge Advisors’s Simon Property Group SPG Stock Holding History

Coastal Bridge 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
2022 Q2	–	Sell	-1,987	Closed	-$261K	–	183
2022 Q1	$261K	Sell	1,987 -1	-0.1%	-$142	0.06%	128
2021 Q4	$317K	Buy	+1,988	New	+$303K	0.07%	137
2019 Q4	–	Sell	-1,860	Closed	-$290K	–	152
2019 Q3	$290K	Buy	+1,860	New	+$289K	0.1%	102

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coastal Bridge Advisors's SPG Position: Q2 2022 in Review

Coastal Bridge Advisors sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 1,987 shares — an estimated $261K sold.

Coastal Bridge Advisors first reported a position in SPG in Q3 2019 and held it in 3 quarters. The position peaked at $317K in Q4 2021. 938 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

Coastal Bridge Advisors reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
Coastal Bridge Advisors sold 1,987 Simon Property Group shares in Q2 2022, an estimated $261K.
Coastal Bridge Advisors first reported a position in Simon Property Group in Q3 2019 and held it in 3 quarters.
Coastal Bridge Advisors's Simon Property Group position peaked at $317K in Q4 2021.
938 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Coastal Bridge Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.