Delap Wealth Advisory’s Simon Property Group SPG Stock Holding History

Delap Wealth Advisory’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	-1,433	Closed	-$204K	–	269
2023 Q4	$204K	Buy	+1,433	New	+$173K	0.09%	93

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Delap Wealth Advisory's SPG Position: Q1 2024 in Review

Delap Wealth Advisory sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 1,433 shares — an estimated $204K sold.

Delap Wealth Advisory first reported a position in SPG in Q4 2023 and held it in 1 quarter. The position peaked at $204K in Q4 2023. 1,081 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

Delap Wealth Advisory reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,433 Simon Property Group shares in Q1 2024, an estimated $204K.
Delap Wealth Advisory first reported a position in Simon Property Group in Q4 2023 and held it in 1 quarter.
Delap Wealth Advisory's Simon Property Group position peaked at $204K in Q4 2023.
1,081 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Delap Wealth Advisory's 13F filing for Q1 2024, filed 14 May 2024.