Credential Qtrade Securities’s Simon Property Group SPG Stock Holding History

Credential Qtrade Securities’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 Q1	–	Sell	-674	Closed	-$96.1K	–	398
2023 Q4	$96.1K	Sell	674 -963	-59%	-$116K	0.01%	239
2023 Q3	$177K	Buy	1,637 +281	+21%	+$32.9K	0.01%	220
2023 Q2	$157K	Buy	1,356 +779	+135%	+$84.9K	0.01%	229
2023 Q1	$64.6K	Buy	+577	New	+$68.9K	﹤0.01%	255

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Credential Qtrade Securities's SPG Position: Q1 2024 in Review

Credential Qtrade Securities sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 674 shares — an estimated $96.1K sold.

Credential Qtrade Securities first reported a position in SPG in Q1 2023 and held it in 4 quarters. The position peaked at $177K in Q3 2023. 1,082 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

Credential Qtrade Securities reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
Credential Qtrade Securities sold 674 Simon Property Group shares in Q1 2024, an estimated $96.1K.
Credential Qtrade Securities first reported a position in Simon Property Group in Q1 2023 and held it in 4 quarters.
Credential Qtrade Securities's Simon Property Group position peaked at $177K in Q3 2023.
1,082 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.