Institutional & Family Asset Management’s Simon Property Group SPG Stock Holding History

Institutional & Family Asset 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
2024 Q2	$4.55K	Hold	30	–	–	﹤0.01%	511
2024 Q1	$4.7K	Hold	30	–	–	﹤0.01%	503
2023 Q4	$4.28K	Hold	30	–	–	﹤0.01%	500
2023 Q3	$3.24K	Hold	30	–	–	﹤0.01%	520
2023 Q2	$3.46K	Hold	30	–	–	﹤0.01%	521
2023 Q1	$3.36K	Hold	30	–	–	﹤0.01%	519
2022 Q4	$3.52K	Sell	30 -24	-44%	-$2.67K	﹤0.01%	509
2022 Q3	$5K	Hold	54	–	–	﹤0.01%	494
2022 Q2	$5K	Hold	54	–	–	﹤0.01%	502
2022 Q1	$7K	Hold	54	–	–	﹤0.01%	504
2021 Q4	$9K	Hold	54	–	–	﹤0.01%	465
2021 Q3	$7K	Buy	54 +30	+125%	+$3.9K	﹤0.01%	619
2021 Q2	$3K	Hold	24	–	–	﹤0.01%	793
2021 Q1	$3K	Sell	24 -6	-20%	-$626	﹤0.01%	768
2020 Q4	$3K	Hold	30	–	–	﹤0.01%	726
2020 Q3	$2K	Sell	30 -24	-44%	-$1.57K	﹤0.01%	732
2020 Q2	$4K	Sell	54 -12	-18%	-$753	﹤0.01%	619
2020 Q1	$4K	Sell	66 -6	-8%	-$717	﹤0.01%	572
2019 Q4	$11K	Hold	72	–	–	﹤0.01%	498
2019 Q3	$11K	Buy	72 +24	+50%	+$3.73K	﹤0.01%	467
2019 Q2	$8K	Sell	48 -7	-13%	-$1.21K	﹤0.01%	534
2019 Q1	$10K	Buy	55 +16	+41%	+$2.84K	﹤0.01%	505
2018 Q4	$7K	Sell	39 -32	-45%	-$5.72K	﹤0.01%	544
2018 Q3	$13K	Hold	71	–	–	﹤0.01%	497
2018 Q2	$12K	Sell	71 -4	-5%	-$636	﹤0.01%	502
2018 Q1	$12K	Buy	+75	New	+$11.9K	﹤0.01%	478

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institutional & Family Asset Management's SPG Position: Q2 2024 in Review

Institutional & Family Asset Management held its Simon Property Group (SPG) position steady in Q2 2024 at 30 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Institutional & Family Asset Management first reported a position in SPG in Q1 2018 and has held it in 26 quarters since. The position peaked at $13K in Q3 2018. 1,099 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

Institutional & Family Asset Management held 30 shares of Simon Property Group worth $4.55K as of Q2 2024.
Institutional & Family Asset Management left its Simon Property Group share count unchanged in Q2 2024.
Simon Property Group made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #511 holding.
Institutional & Family Asset Management first reported a position in Simon Property Group in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's Simon Property Group position peaked at $13K in Q3 2018.
1,099 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.