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
2020 Q2	–	Sell	-65,000	Closed	-$3.57M	–	65
2020 Q1	$3.57M	Buy	+65,000	New	+$7.77M	3.38%	11
2019 Q2	–	Sell	-12,400	Closed	-$2.26M	–	80
2019 Q1	$2.26M	Sell	12,400 -3,100	-20%	-$551K	1.19%	35
2018 Q4	$2.6M	Sell	15,500 -2,600	-14%	-$465K	2.22%	18
2018 Q3	$3.2M	Hold	18,100	–	–	2.21%	16
2018 Q2	$3.08M	Buy	+18,100	New	+$2.88M	1.31%	30
2017 Q4	–	Sell	-11,300	Closed	-$1.82M	–	37
2017 Q3	$1.82M	Buy	+11,300	New	+$1.8M	1.73%	24

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.