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Ellis Investment Partners’s Simon Property Group SPG Stock Holding History

Ellis Investment Partners’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
Q4 		– Sell
-50
Closed -$4K – 657
2022
Q3 		$4K Buy
+50
New +$5.11K ﹤0.01% 688
2019
Q4 		– Sell
-37
Closed -$5K – 711
2019
Q3 		$5K Buy
+37
New +$5.75K ﹤0.01% 610

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Geode Capital Management
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Norges Bank
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellis Investment Partners's SPG Position: Q4 2022 in Review

Ellis Investment Partners sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 50 shares — an estimated $4K sold.

Ellis Investment Partners first reported a position in SPG in Q3 2019 and held it in 2 quarters. The position peaked at $5K in Q3 2019. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

  • Ellis Investment Partners reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 50 Simon Property Group shares in Q4 2022, an estimated $4K.
  • Ellis Investment Partners first reported a position in Simon Property Group in Q3 2019 and held it in 2 quarters.
  • Ellis Investment Partners's Simon Property Group position peaked at $5K in Q3 2019.
  • 994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.