Delos Wealth Advisors’s Simon Property Group SPG Stock Holding History

Delos Wealth 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
2024 Q3	–	Sell	-9	Closed	-$1.37K	–	334
2024 Q2	$1.37K	Hold	9	–	–	﹤0.01%	237
2024 Q1	$1.41K	Buy	9 +1	+13%	+$147	﹤0.01%	240
2023 Q4	$1.14K	Hold	8	–	–	﹤0.01%	179
2023 Q3	$908	Hold	8	–	–	﹤0.01%	232
2023 Q2	$924	Hold	8	–	–	﹤0.01%	224
2023 Q1	$896	Hold	8	–	–	﹤0.01%	236
2022 Q4	$940	Hold	8	–	–	﹤0.01%	241
2022 Q3	$1K	Buy	+8	New	+$818	﹤0.01%	273

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Delos Wealth Advisors's SPG Position: Q3 2024 in Review

Delos Wealth Advisors sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 9 shares — an estimated $1.37K sold.

Delos Wealth Advisors first reported a position in SPG in Q3 2022 and held it in 8 quarters. The position peaked at $1.41K in Q1 2024. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Delos Wealth Advisors reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
Delos Wealth Advisors sold 9 Simon Property Group shares in Q3 2024, an estimated $1.37K.
Delos Wealth Advisors first reported a position in Simon Property Group in Q3 2022 and held it in 8 quarters.
Delos Wealth Advisors's Simon Property Group position peaked at $1.41K in Q1 2024.
1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.