Founders Capital Management (Texas)’s Simon Property Group SPG Stock Holding History

Founders Capital Management (Texas)’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	–	Sell	-3,020	Closed	-$338K	–	405
2023 Q1	$338K	Hold	3,020	–	–	0.26%	42
2022 Q4	$355K	Hold	3,020	–	–	0.27%	44
2022 Q3	$271K	Hold	3,020	–	–	0.22%	50
2022 Q2	$287K	Hold	3,020	–	–	0.23%	49
2022 Q1	$483K	Hold	3,020	–	–	0.31%	42
2021 Q4	$483K	Hold	3,020	–	–	0.31%	42
2021 Q3	$393K	Hold	3,020	–	–	0.27%	43
2021 Q2	$394K	Hold	3,020	–	–	0.26%	41
2021 Q1	$344K	Hold	3,020	–	–	0.24%	41
2020 Q4	$258K	Buy	+3,020	New	+$231K	0.18%	48

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

Founders Capital Management (Texas)'s SPG Position: Q2 2023 in Review

Founders Capital Management (Texas) sold out of Simon Property Group (SPG) in Q2 2023, closing a stake of 3,020 shares — an estimated $338K sold.

Founders Capital Management (Texas) first reported a position in SPG in Q4 2020 and held it in 10 quarters. The position peaked at $483K in Q1 2022. 985 funds tracked by Wall St. Rank hold SPG as of Q2 2023.

Founders Capital Management (Texas) reported no remaining Simon Property Group position as of Q2 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 3,020 Simon Property Group shares in Q2 2023, an estimated $338K.
Founders Capital Management (Texas) first reported a position in Simon Property Group in Q4 2020 and held it in 10 quarters.
Founders Capital Management (Texas)'s Simon Property Group position peaked at $483K in Q1 2022.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2023, filed 7 Jul 2023.