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Forward Management’s Simon Property Group SPG Stock Holding History

Forward 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
2018
Q4 		– Sell
-35
Closed -$6K – 122
2018
Q3 		$6K Sell
35
-8,100
-100% -$1.43M ﹤0.01% 138
2018
Q2 		$1.39M Buy
+8,135
New +$1.29M 0.23% 57
2018
Q1 		– Sell
-4,000
Closed -$687K – 222
2017
Q4 		$687K Buy
+4,000
New +$650K 0.08% 123
2016
Q3 		– Sell
-8,000
Closed -$1.74M – 225
2016
Q2 		$1.74M Sell
8,000
-26,018
-76% -$5.31M 0.15% 75
2016
Q1 		$7.07M Sell
34,018
-5,175
-13% -$994K 0.58% 29
2015
Q4 		$7.62M Sell
39,193
-1,000
-2% -$194K 0.65% 31
2015
Q3 		$7.38M Buy
40,193
+4,700
+13% +$862K 0.59% 37
2015
Q2 		$6.14M Sell
35,493
-1,000
-3% -$184K 0.38% 50
2015
Q1 		$7.14M Sell
36,493
-15,500
-30% -$3M 0.43% 46
2014
Q4 		$9.47M Buy
51,993
+1,500
+3% +$266K 0.52% 35
2014
Q3 		$8.3M Sell
50,493
-1,300
-3% -$219K 0.5% 42
2014
Q2 		$8.61M Sell
51,793
-33,984
-40% -$5.55M 0.5% 39
2014
Q1 		$13.2M Buy
85,777
+4,570
+6% +$681K 0.76% 30
2013
Q4 		$11.6M Buy
81,207
+51,662
+175% +$7.44M 0.71% 34
2013
Q3 		$4.12M Sell
29,545
-17,752
-38% -$2.58M 0.27% 59
2013
Q2 		$7.03M Buy
+47,297
New +$7.59M 0.58% 44

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forward Management's SPG Position: Q4 2018 in Review

Forward Management sold out of Simon Property Group (SPG) in Q4 2018, closing a stake of 35 shares — an estimated $6K sold.

Forward Management first reported a position in SPG in Q2 2013 and held it in 16 quarters. The position peaked at $13.2M in Q1 2014. 785 funds tracked by Wall St. Rank hold SPG as of Q4 2018.

  • Forward Management reported no remaining Simon Property Group position as of Q4 2018 after selling out during the quarter.
  • Forward Management sold 35 Simon Property Group shares in Q4 2018, an estimated $6K.
  • Forward Management first reported a position in Simon Property Group in Q2 2013 and held it in 16 quarters.
  • Forward Management's Simon Property Group position peaked at $13.2M in Q1 2014.
  • 785 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2018.

Based on Forward Management's 13F filing for Q4 2018, filed 1 Feb 2019.