HCM
SPG icon

HGI Capital Management’s Simon Property Group SPG Stock Holding History

HGI Capital 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
2024
Q2 		– Sell
-2,917
Closed -$456K – 40
2024
Q1 		$456K Buy
+2,917
New +$428K 0.49% 36
2022
Q1 		– Sell
-50,340
Closed -$8.04M – 79
2021
Q4 		$8.04M Buy
+50,340
New +$7.68M 2.88% 9
2018
Q4 		– Sell
-3,986
Closed -$713K – 55
2018
Q3 		$705K Buy
+3,986
New +$705K 0.49% 35
2016
Q4 		– Sell
-5,961
Closed -$1.23M – 26
2016
Q3 		$1.23M Sell
5,961
-5,643
-49% -$1.22M 2.04% 22
2016
Q2 		$2.52M Sell
11,604
-4,679
-29% -$955K 4.08% 11
2016
Q1 		$3.38M Buy
+16,283
New +$3.13M 5.39% 5

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HGI Capital Management's SPG Position: Q2 2024 in Review

HGI Capital Management sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 2,917 shares — an estimated $456K sold.

HGI Capital Management first reported a position in SPG in Q1 2016 and held it in 6 quarters. The position peaked at $8.04M in Q4 2021. 1,099 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

  • HGI Capital Management reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
  • HGI Capital Management sold 2,917 Simon Property Group shares in Q2 2024, an estimated $456K.
  • HGI Capital Management first reported a position in Simon Property Group in Q1 2016 and held it in 6 quarters.
  • HGI Capital Management's Simon Property Group position peaked at $8.04M in Q4 2021.
  • 1,099 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on HGI Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.