InterOcean Capital Group’s Simon Property Group SPG Stock Holding History

InterOcean Capital Group’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 Q1	$219K	Buy	+1,399	New	+$205K	0.01%	443

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 $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

InterOcean Capital Group's SPG Position: Q1 2024 in Review

InterOcean Capital Group opened a new position in Simon Property Group (SPG) in Q1 2024: 1,399 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #443 among its holdings.

1,083 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

InterOcean Capital Group held 1,399 shares of Simon Property Group worth $219K as of Q1 2024.
Simon Property Group was a new InterOcean Capital Group position in Q1 2024.
Simon Property Group made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #443 holding.
1,083 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.