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Industrial Alliance Investment Management’s Simon Property Group SPG Stock Holding History

Industrial Alliance Investment Management’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
Q2 		– Sell
-11,753
Closed -$1.32M – 449
2023
Q1 		$1.32M Buy
+11,753
New +$1.4M 0.04% 271
2022
Q2 		– Sell
-188
Closed -$25K – 424
2022
Q1 		$25K Sell
188
-196
-51% -$27.9K ﹤0.01% 406
2021
Q4 		$61K Buy
+384
New +$58.6K ﹤0.01% 376

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Industrial Alliance Investment Management's SPG Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Simon Property Group (SPG) in Q2 2023, closing a stake of 11,753 shares — an estimated $1.32M sold.

Industrial Alliance Investment Management first reported a position in SPG in Q4 2021 and held it in 3 quarters. The position peaked at $1.32M in Q1 2023. 986 funds tracked by Wall St. Rank hold SPG as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Simon Property Group position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 11,753 Simon Property Group shares in Q2 2023, an estimated $1.32M.
  • Industrial Alliance Investment Management first reported a position in Simon Property Group in Q4 2021 and held it in 3 quarters.
  • Industrial Alliance Investment Management's Simon Property Group position peaked at $1.32M in Q1 2023.
  • 986 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.