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Endex Capital Management’s Simon Property Group SPG Stock Holding History

Endex 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
2013
Q4 		$455K Hold
3,177
– – 0.42% 62
2013
Q3 		$443K Hold
3,177
– – 0.45% 63
2013
Q2 		$472K Buy
+3,177
New +$510K 0.5% 55

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCMA
Daiwa Capital Markets America New York $11.8B AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Endex Capital Management's SPG Position: Q4 2013 in Review

Endex Capital Management held its Simon Property Group (SPG) position steady in Q4 2013 at 3,177 shares worth $455K. The position accounts for 0.42% of the portfolio, ranked #62.

Endex Capital Management first reported a position in SPG in Q2 2013 and has held it in 3 quarters since. The position peaked at $472K in Q2 2013. 583 funds tracked by Wall St. Rank hold SPG as of Q4 2013.

  • Endex Capital Management held 3,177 shares of Simon Property Group worth $455K as of Q4 2013.
  • Endex Capital Management left its Simon Property Group share count unchanged in Q4 2013.
  • Simon Property Group made up 0.42% of Endex Capital Management's portfolio in Q4 2013, its #62 holding.
  • Endex Capital Management first reported a position in Simon Property Group in Q2 2013 and has held it in 3 quarters since.
  • Endex Capital Management's Simon Property Group position peaked at $472K in Q2 2013.
  • 583 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.