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Kore Private Wealth’s Simon Property Group SPG Stock Holding History

Kore Private Wealth’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
-1,982
Closed -$317K – 333
2021
Q4 		$317K Sell
1,982
-1,280
-39% -$195K 0.04% 232
2021
Q3 		$424K Buy
3,262
+326
+11% +$42.4K 0.04% 262
2021
Q2 		$383K Sell
2,936
-220
-7% -$27.3K 0.04% 266
2021
Q1 		$359K Buy
+3,156
New +$329K 0.05% 239
2020
Q3 		– Sell
-834
Closed -$57K – 958
2020
Q2 		$57K Sell
834
-73
-8% -$4.58K 0.01% 431
2020
Q1 		$50K Buy
907
+90
+11% +$10.8K 0.01% 416
2019
Q4 		$122K Buy
+817
New +$122K 0.02% 329
2019
Q2 		– Sell
-817
Closed -$149K – 699
2019
Q1 		$149K Sell
817
-9
-1% -$1.6K 0.03% 242
2018
Q4 		$139K Buy
+826
New +$148K 0.04% 247

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kore Private Wealth's SPG Position: Q1 2022 in Review

Kore Private Wealth sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 1,982 shares — an estimated $317K sold.

Kore Private Wealth first reported a position in SPG in Q4 2018 and held it in 9 quarters. The position peaked at $424K in Q3 2021. 1,011 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • Kore Private Wealth reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
  • Kore Private Wealth sold 1,982 Simon Property Group shares in Q1 2022, an estimated $317K.
  • Kore Private Wealth first reported a position in Simon Property Group in Q4 2018 and held it in 9 quarters.
  • Kore Private Wealth's Simon Property Group position peaked at $424K in Q3 2021.
  • 1,011 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Kore Private Wealth's 13F filing for Q1 2022, filed 13 May 2022.