IndexIQ Advisors’s Simon Property Group SPG Stock Holding History

IndexIQ Advisors’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 Q1	$725K	Buy	5,510 +22	+0.4%	+$3.13K	0.03%	326
2021 Q4	$877K	Sell	5,488 -188	-3%	-$28.7K	0.03%	324
2021 Q3	$738K	Buy	5,676 +282	+5%	+$36.7K	0.02%	363
2021 Q2	$704K	Buy	5,394 +161	+3%	+$20K	0.02%	357
2021 Q1	$595K	Buy	5,233 +970	+23%	+$101K	0.02%	349
2020 Q4	$364K	Buy	4,263 +1,994	+88%	+$152K	0.01%	540
2020 Q3	$147K	Buy	2,269 +1,367	+152%	+$89.6K	0.01%	848
2020 Q2	$62K	Buy	902 +798	+767%	+$50.1K	﹤0.01%	904
2020 Q1	$6K	Buy	104 +1	+1%	+$120	﹤0.01%	877
2019 Q4	$15K	Buy	+103	New	+$15.4K	﹤0.01%	616

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

IndexIQ Advisors's SPG Position: Q1 2022 in Review

IndexIQ Advisors increased its Simon Property Group (SPG) stake by 0.4% in Q1 2022, buying an estimated $3.13K and bringing the position to 5,510 shares worth $725K. The position accounts for 0.03% of the portfolio, ranked #326.

IndexIQ Advisors first reported a position in SPG in Q4 2019 and has held it in 10 quarters since. The position peaked at $877K in Q4 2021. 1,011 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

IndexIQ Advisors held 5,510 shares of Simon Property Group worth $725K as of Q1 2022.
IndexIQ Advisors bought 22 Simon Property Group shares in Q1 2022, an estimated $3.13K.
Simon Property Group made up 0.03% of IndexIQ Advisors's portfolio in Q1 2022, its #326 holding.
IndexIQ Advisors first reported a position in Simon Property Group in Q4 2019 and has held it in 10 quarters since.
IndexIQ Advisors's Simon Property Group position peaked at $877K in Q4 2021.
1,011 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.