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Financial Advisors Network’s Simon Property Group SPG Stock Holding History

Financial Advisors Network’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 		$329K Sell
2,305
-5
-0.2% -$604 0.07% 125
2023
Q3 		$250K Buy
+2,310
New +$271K 0.06% 132

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Advisors Network's SPG Position: Q4 2023 in Review

Financial Advisors Network reduced its Simon Property Group (SPG) stake by 0.22% in Q4 2023, selling an estimated $604 and leaving 2,305 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #125.

Financial Advisors Network first reported a position in SPG in Q3 2023 and has held it in 2 quarters since. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

  • Financial Advisors Network held 2,305 shares of Simon Property Group worth $329K as of Q4 2023.
  • Financial Advisors Network sold 5 Simon Property Group shares in Q4 2023, an estimated $604.
  • Simon Property Group made up 0.07% of Financial Advisors Network's portfolio in Q4 2023, its #125 holding.
  • Financial Advisors Network first reported a position in Simon Property Group in Q3 2023 and has held it in 2 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on Financial Advisors Network's 13F filing for Q4 2023, filed 9 Feb 2024.