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Horizon Kinetics’s Simon Property Group SPG Stock Holding History

Horizon Kinetics’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
2018
Q4 		$357K Sell
2,130
-358
-14% -$64K 0.01% 282
2018
Q3 		$440K Sell
2,488
-279
-10% -$49.4K 0.01% 290
2018
Q2 		$471K Sell
2,767
-157
-5% -$25K 0.01% 275
2018
Q1 		$452K Buy
2,924
+230
+9% +$36.6K 0.01% 286
2017
Q4 		$462K Sell
2,694
-51
-2% -$8.28K 0.01% 285
2017
Q3 		$442K Sell
2,745
-21
-0.8% -$3.35K 0.01% 291
2017
Q2 		$448K Buy
2,766
+77
+3% +$12.5K 0.01% 301
2017
Q1 		$463K Buy
2,689
+23
+0.9% +$4.11K 0.01% 295
2016
Q4 		$474K Buy
2,666
+440
+20% +$81.7K 0.02% 284
2016
Q3 		$460K Sell
2,226
-127
-5% -$27.5K 0.01% 302
2016
Q2 		$510K Sell
2,353
-434
-16% -$88.6K 0.01% 301
2016
Q1 		$579K Sell
2,787
-568
-17% -$109K 0.01% 284
2015
Q4 		$652K Sell
3,355
-777
-19% -$151K 0.01% 257
2015
Q3 		$759K Sell
4,132
-1,409
-25% -$258K 0.01% 236
2015
Q2 		$959K Buy
5,541
+929
+20% +$171K 0.01% 242
2015
Q1 		$902K Sell
4,612
-218
-5% -$42.2K 0.01% 254
2014
Q4 		$880K Sell
4,830
-467
-9% -$82.8K 0.01% 273
2014
Q3 		$871K Buy
5,297
+289
+6% +$48.7K 0.01% 258
2014
Q2 		$833K Sell
5,008
-475
-9% -$77.6K 0.01% 274
2014
Q1 		$846K Sell
5,483
-1,639
-23% -$244K 0.01% 272
2013
Q4 		$1.02M Buy
7,122
+4,443
+166% +$640K 0.01% 248
2013
Q3 		$374K Buy
+2,679
New +$389K 0.01% 347

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Horizon Kinetics's SPG Position: Q4 2018 in Review

Horizon Kinetics reduced its Simon Property Group (SPG) stake by 14% in Q4 2018, selling an estimated $64K and leaving 2,130 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #282.

Horizon Kinetics first reported a position in SPG in Q3 2013 and has held it in 22 quarters since. The position peaked at $1.02M in Q4 2013. 785 funds tracked by Wall St. Rank hold SPG as of Q4 2018.

  • Horizon Kinetics held 2,130 shares of Simon Property Group worth $357K as of Q4 2018.
  • Horizon Kinetics sold 358 Simon Property Group shares in Q4 2018, an estimated $64K.
  • Simon Property Group made up 0.01% of Horizon Kinetics's portfolio in Q4 2018, its #282 holding.
  • Horizon Kinetics first reported a position in Simon Property Group in Q3 2013 and has held it in 22 quarters since.
  • Horizon Kinetics's Simon Property Group position peaked at $1.02M in Q4 2013.
  • 785 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2018.

Based on Horizon Kinetics's 13F filing for Q4 2018, filed 14 Feb 2019.