Cordatus Wealth Management’s Simon Property Group SPG Stock Holding History

Cordatus Wealth 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
2021 Q1	$570K	Buy	+5,012	New	+$523K	0.22%	125

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Cordatus Wealth Management's SPG Position: Q1 2021 in Review

Cordatus Wealth Management opened a new position in Simon Property Group (SPG) in Q1 2021: 5,012 shares worth $570K. The stake represents 0.22% of the portfolio and ranks #125 among its holdings.

846 funds tracked by Wall St. Rank hold SPG as of Q1 2021.

Cordatus Wealth Management held 5,012 shares of Simon Property Group worth $570K as of Q1 2021.
Simon Property Group was a new Cordatus Wealth Management position in Q1 2021.
Simon Property Group made up 0.22% of Cordatus Wealth Management's portfolio in Q1 2021, its #125 holding.
846 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2021.

Based on Cordatus Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.