Dana Investment Advisors’s Simon Property Group SPG Stock Holding History

Dana Investment 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 Q4	–	Sell	-1,877	Closed	-$203K	–	441
2023 Q3	$203K	Buy	+1,877	New	+$220K	0.01%	398

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Dana Investment Advisors's SPG Position: Q4 2023 in Review

Dana Investment Advisors sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 1,877 shares — an estimated $203K sold.

Dana Investment Advisors first reported a position in SPG in Q3 2023 and held it in 1 quarter. The position peaked at $203K in Q3 2023. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

Dana Investment Advisors reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
Dana Investment Advisors sold 1,877 Simon Property Group shares in Q4 2023, an estimated $203K.
Dana Investment Advisors first reported a position in Simon Property Group in Q3 2023 and held it in 1 quarter.
Dana Investment Advisors's Simon Property Group position peaked at $203K in Q3 2023.
1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Dana Investment Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.