HT
SPG icon

HighTower Trust’s Simon Property Group SPG Stock Holding History

HighTower Trust’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
2023
Q1 		$758K Buy
6,797
+18
+0.3% +$2.15K 0.07% 125
2022
Q4 		$780K Buy
6,779
+152
+2% +$16.9K 0.08% 122
2022
Q3 		$595K Buy
6,627
+205
+3% +$21K 0.07% 132
2022
Q2 		$633 Buy
6,422
+2,688
+72% +$308K 0.07% 131
2022
Q1 		$491K Buy
3,734
+115
+3% +$16.4K 0.05% 160
2021
Q4 		$578K Buy
+3,619
New +$552K 0.06% 143

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HighTower Trust's SPG Position: Q1 2023 in Review

HighTower Trust increased its Simon Property Group (SPG) stake by 0.27% in Q1 2023, buying an estimated $2.15K and bringing the position to 6,797 shares worth $758K. The position accounts for 0.07% of the portfolio, ranked #125.

HighTower Trust first reported a position in SPG in Q4 2021 and has held it in 6 quarters since. The position peaked at $780K in Q4 2022. 986 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

  • HighTower Trust held 6,797 shares of Simon Property Group worth $758K as of Q1 2023.
  • HighTower Trust bought 18 Simon Property Group shares in Q1 2023, an estimated $2.15K.
  • Simon Property Group made up 0.07% of HighTower Trust's portfolio in Q1 2023, its #125 holding.
  • HighTower Trust first reported a position in Simon Property Group in Q4 2021 and has held it in 6 quarters since.
  • HighTower Trust's Simon Property Group position peaked at $780K in Q4 2022.
  • 986 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.