Edge Asset Management’s Simon Property Group SPG Stock Holding History

Edge Asset 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
2017 Q1	$80.9M	Buy	470,023 +43,278	+10%	+$7.73M	0.61%	58
2016 Q4	$75.8M	Buy	426,745 +258,360	+153%	+$48M	0.59%	59
2016 Q3	$34.9M	Buy	+168,385	New	+$36.5M	0.29%	112

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Edge Asset Management's SPG Position: Q1 2017 in Review

Edge Asset Management increased its Simon Property Group (SPG) stake by 10% in Q1 2017, buying an estimated $7.73M and bringing the position to 470,023 shares worth $80.9M. The position accounts for 0.61% of the portfolio, ranked #58.

Edge Asset Management first reported a position in SPG in Q3 2016 and has held it in 3 quarters since. 686 funds tracked by Wall St. Rank hold SPG as of Q1 2017.

Edge Asset Management held 470,023 shares of Simon Property Group worth $80.9M as of Q1 2017.
Edge Asset Management bought 43,278 Simon Property Group shares in Q1 2017, an estimated $7.73M.
Simon Property Group made up 0.61% of Edge Asset Management's portfolio in Q1 2017, its #58 holding.
Edge Asset Management first reported a position in Simon Property Group in Q3 2016 and has held it in 3 quarters since.
686 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2017.

Based on Edge Asset Management's 13F filing for Q1 2017, filed 11 May 2017.