DFPG Investments’s Simon Property Group SPG Stock Holding History

DFPG Investments’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	$533K	Buy	+3,804	New	+$460K	0.04%	387

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

DFPG Investments's SPG Position: Q4 2023 in Review

DFPG Investments opened a new position in Simon Property Group (SPG) in Q4 2023: 3,804 shares worth $533K. The stake represents 0.04% of the portfolio and ranks #387 among its holdings.

1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

DFPG Investments held 3,804 shares of Simon Property Group worth $533K as of Q4 2023.
Simon Property Group was a new DFPG Investments position in Q4 2023.
Simon Property Group made up 0.04% of DFPG Investments's portfolio in Q4 2023, its #387 holding.
1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.