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

Column 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
2023 Q3	$17K	Buy	157 +2	+1%	+$234	﹤0.01%	453
2023 Q2	$17.9K	Buy	155 +3	+2%	+$327	﹤0.01%	453
2023 Q1	$17.1K	Buy	152 +2	+1%	+$239	﹤0.01%	473
2022 Q4	$17.7K	Buy	150 +3	+2%	+$333	﹤0.01%	437
2022 Q3	$13K	Buy	147 +2	+1%	+$205	﹤0.01%	432
2022 Q2	$14K	Sell	145 -10	-6%	-$1.15K	﹤0.01%	435
2022 Q1	$20K	Buy	155 +13	+9%	+$1.85K	﹤0.01%	410
2021 Q4	$23K	Buy	142 +2	+1%	+$305	﹤0.01%	396
2021 Q3	$18K	Buy	140 +2	+1%	+$260	﹤0.01%	398
2021 Q2	$18K	Buy	138 +1	+0.7%	+$124	﹤0.01%	398
2021 Q1	$16K	Hold	137	–	–	﹤0.01%	398
2020 Q4	$12K	Hold	137	–	–	﹤0.01%	442
2020 Q3	$9K	Sell	137 -13	-9%	-$852	﹤0.01%	461
2020 Q2	$10K	Hold	150	–	–	﹤0.01%	480
2020 Q1	$8K	Hold	150	–	–	﹤0.01%	429
2019 Q4	$22K	Buy	+150	New	+$22.5K	0.01%	351

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Column Capital Advisors's SPG Position: Q3 2023 in Review

Column Capital Advisors increased its Simon Property Group (SPG) stake by 1.3% in Q3 2023, buying an estimated $234 and bringing the position to 157 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Column Capital Advisors first reported a position in SPG in Q4 2019 and has held it in 16 quarters since. The position peaked at $23K in Q4 2021. 982 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

Column Capital Advisors held 157 shares of Simon Property Group worth $17K as of Q3 2023.
Column Capital Advisors bought 2 Simon Property Group shares in Q3 2023, an estimated $234.
Simon Property Group made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #453 holding.
Column Capital Advisors first reported a position in Simon Property Group in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Simon Property Group position peaked at $23K in Q4 2021.
982 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.