Hill Winds Capital’s Simon Property Group SPG Stock Holding History

Hill Winds 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
2022 Q4	$6.46M	Buy	+55,000	New	+$6.11M	3.28%	12
2022 Q1	–	Sell	-21,000	Closed	-$3.35M	–	54
2021 Q4	$3.35M	Sell	21,000 -11,500	-35%	-$1.76M	1.58%	27
2021 Q3	$4.22M	Buy	32,500 +7,500	+30%	+$976K	1.99%	24
2021 Q2	$3.26M	Buy	+25,000	New	+$3.11M	1.73%	23

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hill Winds Capital's SPG Position: Q4 2022 in Review

Hill Winds Capital opened a new position in Simon Property Group (SPG) in Q4 2022: 55,000 shares worth $6.46M. The stake represents 3.28% of the portfolio and ranks #12 among its holdings. This is a return to the name: Hill Winds Capital previously reported a position in SPG as recently as Q4 2021.

Hill Winds Capital first reported a position in SPG in Q2 2021 and has held it in 4 quarters since. 993 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

Hill Winds Capital held 55,000 shares of Simon Property Group worth $6.46M as of Q4 2022.
Simon Property Group was a new Hill Winds Capital position in Q4 2022.
Simon Property Group made up 3.28% of Hill Winds Capital's portfolio in Q4 2022, its #12 holding.
Hill Winds Capital first reported a position in Simon Property Group in Q2 2021 and has held it in 4 quarters since.
993 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Hill Winds Capital's 13F filing for Q4 2022, filed 3 Feb 2023.