Gladstone Institutional Advisory’s Simon Property Group SPG Stock Holding History

Gladstone Institutional Advisory’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
2022 Q3	–	Sell	-3,224	Closed	-$306K	–	678
2022 Q2	$306K	Buy	+3,224	New	+$369K	0.02%	501
2022 Q1	–	Sell	-11,671	Closed	-$1.86M	–	753
2021 Q4	$1.86M	Buy	11,671 +4,235	+57%	+$646K	0.14%	190
2021 Q3	$967K	Sell	7,436 -449	-6%	-$58.4K	0.09%	232
2021 Q2	$1.03M	Buy	7,885 +353	+5%	+$43.9K	0.12%	187
2021 Q1	$857K	Buy	+7,532	New	+$786K	0.13%	165

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gladstone Institutional Advisory's SPG Position: Q3 2022 in Review

Gladstone Institutional Advisory sold out of Simon Property Group (SPG) in Q3 2022, closing a stake of 3,224 shares — an estimated $306K sold.

Gladstone Institutional Advisory first reported a position in SPG in Q1 2021 and held it in 5 quarters. The position peaked at $1.86M in Q4 2021. 919 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

Gladstone Institutional Advisory reported no remaining Simon Property Group position as of Q3 2022 after selling out during the quarter.
Gladstone Institutional Advisory sold 3,224 Simon Property Group shares in Q3 2022, an estimated $306K.
Gladstone Institutional Advisory first reported a position in Simon Property Group in Q1 2021 and held it in 5 quarters.
Gladstone Institutional Advisory's Simon Property Group position peaked at $1.86M in Q4 2021.
919 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2022, filed 20 Oct 2022.