First Capital Advisors Group’s Simon Property Group SPG Stock Holding History

First Capital Advisors Group’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 Q2	$159K	Buy	+1,381	New	+$150K	0.08%	169
2018 Q2	–	Sell	-141	Closed	-$22K	–	673
2018 Q1	$22K	Buy	+141	New	+$22.4K	0.01%	415

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Capital Advisors Group's SPG Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Simon Property Group (SPG) in Q2 2023: 1,381 shares worth $159K. The stake represents 0.08% of the portfolio and ranks #169 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in SPG as recently as Q1 2018.

First Capital Advisors Group first reported a position in SPG in Q1 2018 and has held it in 2 quarters since. 985 funds tracked by Wall St. Rank hold SPG as of Q2 2023.

First Capital Advisors Group held 1,381 shares of Simon Property Group worth $159K as of Q2 2023.
Simon Property Group was a new First Capital Advisors Group position in Q2 2023.
Simon Property Group made up 0.08% of First Capital Advisors Group's portfolio in Q2 2023, its #169 holding.
First Capital Advisors Group first reported a position in Simon Property Group in Q1 2018 and has held it in 2 quarters since.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.