EJF Capital’s Simon Property Group SPG Stock Holding History

EJF Capital’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
2020 Q3	–	Sell	-2,000	Closed	-$137K	–	165
2020 Q2	$137K	Buy	+2,000	New	+$125K	0.02%	117

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

Norges Bank Oslo, Norway $1T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EJF Capital's SPG Position: Q3 2024 in Review

EJF Capital sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 1,500 shares — an estimated $228K sold.

EJF Capital first reported a position in SPG in Q4 2013 and held it in 29 quarters. The position peaked at $13.5M in Q3 2020. 1,131 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

EJF Capital reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
EJF Capital sold 1,500 Simon Property Group shares in Q3 2024, an estimated $228K.
EJF Capital first reported a position in Simon Property Group in Q4 2013 and held it in 29 quarters.
EJF Capital's Simon Property Group position peaked at $13.5M in Q3 2020.
1,131 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on EJF Capital's 13F filing for Q3 2024, filed 14 Nov 2024.