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Gerstein Fisher’s Simon Property Group SPG Stock Holding History

Gerstein Fisher’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
2016
Q3 		$4.01M Buy
19,365
+8
+0% +$1.74K 0.49% 36
2016
Q2 		$4.2M Buy
19,357
+4,903
+34% +$1M 0.55% 33
2016
Q1 		$3M Buy
14,454
+102
+0.7% +$19.6K 0.41% 43
2015
Q4 		$2.79M Sell
14,352
-11
-0.1% -$2.13K 0.39% 43
2015
Q3 		$2.64M Sell
14,363
-38
-0.3% -$6.97K 0.39% 45
2015
Q2 		$2.49M Sell
14,401
-20
-0.1% -$3.68K 0.4% 43
2015
Q1 		$2.82M Buy
14,421
+551
+4% +$107K 0.46% 38
2014
Q4 		$2.57M Buy
13,870
+3,087
+29% +$548K 0.42% 45
2014
Q3 		$1.77M Buy
+10,783
New +$1.82M 0.31% 63
2014
Q2 		– Sell
-11,746
Closed -$1.81M – 352
2014
Q1 		$1.81M Sell
11,746
-5,568
-32% -$829K 0.36% 52
2013
Q4 		$2.48M Buy
17,314
+9,901
+134% +$1.43M 0.09% 206
2013
Q3 		$1.03M Buy
7,413
+32
+0.4% +$4.65K 0.22% 85
2013
Q2 		$1.1M Buy
+7,381
New +$1.18M 0.26% 74

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Gerstein Fisher's SPG Position: Q3 2016 in Review

Gerstein Fisher increased its Simon Property Group (SPG) stake by 0.04% in Q3 2016, buying an estimated $1.74K and bringing the position to 19,365 shares worth $4.01M. The position accounts for 0.49% of the portfolio, ranked #36.

Gerstein Fisher first reported a position in SPG in Q2 2013 and has held it in 13 quarters since. The position peaked at $4.2M in Q2 2016. 700 funds tracked by Wall St. Rank hold SPG as of Q3 2016.

  • Gerstein Fisher held 19,365 shares of Simon Property Group worth $4.01M as of Q3 2016.
  • Gerstein Fisher bought 8 Simon Property Group shares in Q3 2016, an estimated $1.74K.
  • Simon Property Group made up 0.49% of Gerstein Fisher's portfolio in Q3 2016, its #36 holding.
  • Gerstein Fisher first reported a position in Simon Property Group in Q2 2013 and has held it in 13 quarters since.
  • Gerstein Fisher's Simon Property Group position peaked at $4.2M in Q2 2016.
  • 700 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.