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ESCM
Echo Street Capital Management’s
Simon Property Group
SPG
Stock Holding History
Echo Street Capital Management’s Portfolio
SPG Stock Details
SPG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-7,686
Closed
-$1.23M
–
735
2021
Q4
$1.23M
Buy
+7,686
New
+$1.17M
0.01%
209
2017
Q4
–
Sell
-65,195
Closed
-$10.5M
–
159
2017
Q3
$10.5M
Buy
+65,195
New
+$10.4M
0.36%
87
2017
Q2
–
Sell
-96,354
Closed
-$16.6M
–
164
2017
Q1
$16.6M
Buy
96,354
+42,007
+77%
+$7.5M
0.56%
73
2016
Q4
$9.66M
Buy
54,347
+32,253
+146%
+$5.99M
0.39%
86
2016
Q3
$4.57M
Buy
+22,094
New
+$4.79M
0.19%
132
2015
Q3
–
Sell
-35,729
Closed
-$6.18M
–
213
2015
Q2
$6.18M
Buy
35,729
+5,349
+18%
+$983K
0.27%
121
2015
Q1
$5.94M
Buy
+30,380
New
+$5.89M
0.34%
90
2014
Q3
–
Sell
-49,153
Closed
-$8.17M
–
161
2014
Q2
$8.17M
Buy
49,153
+5,990
+14%
+$978K
0.53%
70
2014
Q1
$6.66M
Buy
+43,163
New
+$6.43M
0.52%
64
2013
Q4
–
Sell
-23,911
Closed
-$3.33M
–
94
2013
Q3
$3.33M
Hold
23,911
–
–
0.42%
58
2013
Q2
$3.55M
Buy
+23,911
New
+$3.83M
0.54%
40
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1-Year Est. Return
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30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Cohen & Steers
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$57.6B AUM
8.03%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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