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Ground Swell Capital’s Simon Property Group SPG Stock Holding History

Ground Swell Capital’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
2014
Q3 		$86K Buy
525
+173
+49% +$29.1K 0.16% 120
2014
Q2 		$59K Buy
+352
New +$57.5K 0.11% 116

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Ground Swell Capital's SPG Position: Q3 2014 in Review

Ground Swell Capital increased its Simon Property Group (SPG) stake by 49% in Q3 2014, buying an estimated $29.1K and bringing the position to 525 shares worth $86K. The position accounts for 0.16% of the portfolio, ranked #120.

Ground Swell Capital first reported a position in SPG in Q2 2014 and has held it in 2 quarters since. 598 funds tracked by Wall St. Rank hold SPG as of Q3 2014.

  • Ground Swell Capital held 525 shares of Simon Property Group worth $86K as of Q3 2014.
  • Ground Swell Capital bought 173 Simon Property Group shares in Q3 2014, an estimated $29.1K.
  • Simon Property Group made up 0.16% of Ground Swell Capital's portfolio in Q3 2014, its #120 holding.
  • Ground Swell Capital first reported a position in Simon Property Group in Q2 2014 and has held it in 2 quarters since.
  • 598 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.