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Gerber Kawasaki Wealth & Investment Management’s Simon Property Group SPG Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-733
Closed -$95K – 980
2021
Q3 		$95K Buy
+733
New +$95.4K 0.01% 247

Other funds holding SPG

Vanguard Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SPG Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Simon Property Group (SPG) in Q4 2021, closing a stake of 733 shares — an estimated $95K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPG in Q3 2021 and held it in 1 quarter. The position peaked at $95K in Q3 2021. 1,048 funds tracked by Wall St. Rank hold SPG as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Simon Property Group position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 733 Simon Property Group shares in Q4 2021, an estimated $95K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Simon Property Group in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Simon Property Group position peaked at $95K in Q3 2021.
  • 1,048 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.