Kiwi Wealth Investments Limited Partnership’s Simon Property Group SPG Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q1	–	Sell	-21,773	Closed	-$2.56M	–	214
2022 Q4	$2.56M	Buy	+21,773	New	+$2.42M	0.17%	124
2019 Q2	–	Sell	-13,541	Closed	-$2.47M	–	208
2019 Q1	$2.47M	Buy	+13,541	New	+$2.41M	0.22%	117

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

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Kiwi Wealth Investments Limited Partnership's SPG Position: Q1 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 21,773 shares — an estimated $2.56M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in SPG in Q1 2019 and held it in 2 quarters. The position peaked at $2.56M in Q4 2022. 986 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 21,773 Simon Property Group shares in Q1 2023, an estimated $2.56M.
Kiwi Wealth Investments Limited Partnership first reported a position in Simon Property Group in Q1 2019 and held it in 2 quarters.
Kiwi Wealth Investments Limited Partnership's Simon Property Group position peaked at $2.56M in Q4 2022.
986 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2023, filed 16 May 2023.