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

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

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

Echo Street Capital Management's SPG Position: Q1 2022 in Review

Echo Street Capital Management sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 7,686 shares — an estimated $1.23M sold.

Echo Street Capital Management first reported a position in SPG in Q2 2013 and held it in 11 quarters. The position peaked at $16.6M in Q1 2017. 1,011 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

Echo Street Capital Management reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
Echo Street Capital Management sold 7,686 Simon Property Group shares in Q1 2022, an estimated $1.23M.
Echo Street Capital Management first reported a position in Simon Property Group in Q2 2013 and held it in 11 quarters.
Echo Street Capital Management's Simon Property Group position peaked at $16.6M in Q1 2017.
1,011 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Echo Street Capital Management's 13F filing for Q1 2022, filed 16 May 2022.