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Kize Capital’s Simon Property Group SPG Stock Holding History

Kize Capital’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
-152,509
Closed -$24.4M – 8
2021
Q4 		$24.4M Sell
152,509
-130,583
-46% -$19.9M 7.16% 7
2021
Q3 		$36.8M Sell
283,092
-114,365
-29% -$14.9M 10.85% 4
2021
Q2 		$51.9M Sell
397,457
-58,952
-13% -$7.33M 13.12% 4
2021
Q1 		$51.9M Sell
456,409
-82,815
-15% -$8.64M 13.67% 4
2020
Q4 		$46M Buy
+539,224
New +$41.2M 13.76% 3

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

Kize Capital's SPG Position: Q1 2022 in Review

Kize Capital sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 152,509 shares — an estimated $24.4M sold.

Kize Capital first reported a position in SPG in Q4 2020 and held it in 5 quarters. The position peaked at $51.9M in Q1 2021. 1,013 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • Kize Capital reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
  • Kize Capital sold 152,509 Simon Property Group shares in Q1 2022, an estimated $24.4M.
  • Kize Capital first reported a position in Simon Property Group in Q4 2020 and held it in 5 quarters.
  • Kize Capital's Simon Property Group position peaked at $51.9M in Q1 2021.
  • 1,013 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Kize Capital's 13F filing for Q1 2022, filed 13 May 2022.