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IPG Investment Advisors’s Simon Property Group SPG Stock Holding History

IPG Investment 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 		– Sell
-1,480
Closed -$237K – 218
2021
Q4 		$237K Buy
+1,480
New +$226K 0.04% 170
2016
Q4 		– Sell
-1,005
Closed -$208K – 148
2016
Q3 		$208K Sell
1,005
-300
-23% -$65K 0.09% 105
2016
Q2 		$283K Sell
1,305
-30
-2% -$6.12K 0.12% 97
2016
Q1 		$277K Hold
1,335
– – 0.13% 83
2015
Q4 		$261K Buy
+1,335
New +$259K 0.12% 91
2015
Q3 		– Sell
-1,400
Closed -$242K – 143
2015
Q2 		$242K Sell
1,400
-20
-1% -$3.68K 0.09% 112
2015
Q1 		$278K Buy
1,420
+113
+9% +$21.9K 0.11% 100
2014
Q4 		$238K Sell
1,307
-3
-0.2% -$532 0.09% 101
2014
Q3 		$229K Hold
1,310
– – 0.08% 88
2014
Q2 		$218K Buy
+1,310
New +$214K 0.09% 90

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IPG Investment Advisors's SPG Position: Q1 2022 in Review

IPG Investment Advisors sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 1,480 shares — an estimated $237K sold.

IPG Investment Advisors first reported a position in SPG in Q2 2014 and held it in 10 quarters. The position peaked at $283K in Q2 2016. 1,012 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • IPG Investment Advisors reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
  • IPG Investment Advisors sold 1,480 Simon Property Group shares in Q1 2022, an estimated $237K.
  • IPG Investment Advisors first reported a position in Simon Property Group in Q2 2014 and held it in 10 quarters.
  • IPG Investment Advisors's Simon Property Group position peaked at $283K in Q2 2016.
  • 1,012 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on IPG Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.