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

Epoch 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
2023 Q4	–	Sell	-141,121	Closed	-$15.2M	–	434
2023 Q3	$15.2M	Sell	141,121 -70,836	-33%	-$8.3M	0.1%	213
2023 Q2	$24.5M	Sell	211,957 -7,659	-3%	-$834K	0.14%	189
2023 Q1	$24.6M	Sell	219,616 -14,801	-6%	-$1.77M	0.15%	190
2022 Q4	$27.5M	Buy	+234,417	New	+$26.1M	0.16%	181
2020 Q1	–	Sell	-582,856	Closed	-$86.8M	–	298
2019 Q4	$86.8M	Buy	+582,856	New	+$87.4M	0.38%	101

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Epoch Investment Partners's SPG Position: Q4 2023 in Review

Epoch Investment Partners sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 141,121 shares — an estimated $15.2M sold.

Epoch Investment Partners first reported a position in SPG in Q4 2019 and held it in 5 quarters. The position peaked at $86.8M in Q4 2019. 1,054 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

Epoch Investment Partners reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
Epoch Investment Partners sold 141,121 Simon Property Group shares in Q4 2023, an estimated $15.2M.
Epoch Investment Partners first reported a position in Simon Property Group in Q4 2019 and held it in 5 quarters.
Epoch Investment Partners's Simon Property Group position peaked at $86.8M in Q4 2019.
1,054 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Epoch Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.