Duality Advisers’s Simon Property Group SPG Stock Holding History

Duality Advisers’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
2022 Q3	–	Sell	-4,662	Closed	-$443K	–	721
2022 Q2	$443K	Sell	4,662 -37,534	-89%	-$4.3M	0.04%	483
2022 Q1	$5.55M	Buy	42,196 +35,861	+566%	+$5.11M	0.6%	10
2021 Q4	$1.01M	Sell	6,335 -20,885	-77%	-$3.19M	0.11%	293
2021 Q3	$3.54M	Buy	27,220 +5,086	+23%	+$662K	0.27%	145
2021 Q2	$2.89M	Sell	22,134 -36,346	-62%	-$4.52M	0.26%	130
2021 Q1	$6.65M	Buy	58,480 +30,744	+111%	+$3.21M	0.58%	26
2020 Q4	$2.37M	Sell	27,736 -97,234	-78%	-$7.43M	0.18%	178
2020 Q3	$8.08M	Sell	124,970 -39,051	-24%	-$2.56M	0.52%	35
2020 Q2	$11.2M	Buy	+164,021	New	+$10.3M	1.02%	14
2019 Q1	–	Sell	-5,570	Closed	-$936K	–	270
2018 Q4	$936K	Buy	+5,570	New	+$996K	0.05%	178

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

Duality Advisers's SPG Position: Q3 2022 in Review

Duality Advisers sold out of Simon Property Group (SPG) in Q3 2022, closing a stake of 4,662 shares — an estimated $443K sold.

Duality Advisers first reported a position in SPG in Q4 2018 and held it in 10 quarters. The position peaked at $11.2M in Q2 2020. 919 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

Duality Advisers reported no remaining Simon Property Group position as of Q3 2022 after selling out during the quarter.
Duality Advisers sold 4,662 Simon Property Group shares in Q3 2022, an estimated $443K.
Duality Advisers first reported a position in Simon Property Group in Q4 2018 and held it in 10 quarters.
Duality Advisers's Simon Property Group position peaked at $11.2M in Q2 2020.
919 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on Duality Advisers's 13F filing for Q3 2022, filed 3 Nov 2022.