Financial Partners Capital Management’s Simon Property Group SPG Stock Holding History

Financial Partners 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
2022 Q4	$7.65M	Buy	65,085 +563	+0.9%	+$62.6K	1.7%	22
2022 Q3	$5.79M	Buy	64,522 +6,627	+11%	+$678K	1.37%	26
2022 Q2	$5.5M	Buy	57,895 +1,114	+2%	+$128K	1.18%	30
2022 Q1	$7.47M	Buy	56,781 +1,003	+2%	+$143K	1.39%	28
2021 Q4	$8.91M	Buy	55,778 +768	+1%	+$117K	1.58%	25
2021 Q3	$7.15M	Buy	55,010 +330	+0.6%	+$43K	1.31%	29
2021 Q2	$7.13M	Sell	54,680 -63	-0.1%	-$7.83K	1.31%	29
2021 Q1	$6.23M	Buy	+54,743	New	+$5.71M	1.26%	31

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Partners Capital Management's SPG Position: Q4 2022 in Review

Financial Partners Capital Management increased its Simon Property Group (SPG) stake by 0.87% in Q4 2022, buying an estimated $62.6K and bringing the position to 65,085 shares worth $7.65M. The position accounts for 1.7% of the portfolio, ranked #22.

Financial Partners Capital Management first reported a position in SPG in Q1 2021 and has held it in 8 quarters since. The position peaked at $8.91M in Q4 2021. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

Financial Partners Capital Management held 65,085 shares of Simon Property Group worth $7.65M as of Q4 2022.
Financial Partners Capital Management bought 563 Simon Property Group shares in Q4 2022, an estimated $62.6K.
Simon Property Group made up 1.7% of Financial Partners Capital Management's portfolio in Q4 2022, its #22 holding.
Financial Partners Capital Management first reported a position in Simon Property Group in Q1 2021 and has held it in 8 quarters since.
Financial Partners Capital Management's Simon Property Group position peaked at $8.91M in Q4 2021.
994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.