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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
2014
Q3 		– Sell
-6,700
Closed -$1.11M – 528
2014
Q2 		$1.11M Sell
6,700
-422
-6% -$68.9K 0.01% 232
2014
Q1 		$1.1M Buy
7,122
+3,197
+81% +$476K 0.01% 230
2013
Q4 		$562K Buy
+3,925
New +$565K 0.01% 320
2013
Q3 		– Sell
-7,122
Closed -$1.06M – 555
2013
Q2 		$1.06M Buy
+7,122
New +$1.14M 0.02% 237

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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.