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Ladenburg Thalmann Financial Services’s Simon Property Group SPG Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$3.14M Buy
23,261
+7,681
+49% +$1.15M 0.02% 666
2019
Q3 		$2.42M Buy
15,580
+9,310
+148% +$1.45M 0.02% 735
2019
Q2 		$1M Sell
6,270
-1,110
-15% -$191K 0.01% 1240
2019
Q1 		$1.34M Buy
7,380
+1,459
+25% +$259K 0.01% 992
2018
Q4 		$994K Buy
5,921
+1,366
+30% +$244K 0.01% 1058
2018
Q3 		$806K Sell
4,555
-45
-1% -$7.96K 0.01% 1264
2018
Q2 		$710K Hold
4,600
– – 0.01% 1285
2018
Q1 		$710K Sell
4,600
-190
-4% -$30.2K 0.01% 1285
2017
Q4 		$824K Buy
4,790
+12
+0.3% +$1.95K 0.01% 1195
2017
Q3 		$770K Buy
4,778
+898
+23% +$143K 0.01% 1159
2017
Q2 		$627K Buy
3,880
+440
+13% +$71.6K 0.01% 1242
2017
Q1 		$591K Sell
3,440
-631
-15% -$113K 0.01% 1216
2016
Q4 		$746K Sell
4,071
-465
-10% -$86.3K 0.01% 1019
2016
Q3 		$934K Sell
4,536
-43
-0.9% -$9.32K 0.01% 835
2016
Q2 		$993K Buy
4,579
+859
+23% +$175K 0.02% 765
2016
Q1 		$772K Buy
3,720
+474
+15% +$91K 0.01% 817
2015
Q4 		$631K Buy
3,246
+608
+23% +$118K 0.01% 902
2015
Q3 		$485K Sell
2,638
-229
-8% -$42K 0.01% 978
2015
Q2 		$498K Buy
2,867
+14
+0.5% +$2.57K 0.01% 1058
2015
Q1 		$560K Sell
2,853
-578
-17% -$112K 0.01% 982
2014
Q4 		$631K Buy
3,431
+1,299
+61% +$230K 0.01% 810
2014
Q3 		$351K Buy
2,132
+56
+3% +$9.43K 0.01% 953
2014
Q2 		$345K Sell
2,076
-40
-2% -$6.53K 0.01% 925
2014
Q1 		$327K Buy
2,116
+76
+4% +$11.3K 0.01% 895
2013
Q4 		$292K Buy
2,040
+89
+5% +$12.8K 0.01% 897
2013
Q3 		$272K Sell
1,951
-9,067
-82% -$1.32M 0.01% 882
2013
Q2 		$1.71M Buy
+11,018
New +$1.77M 0.06% 246

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SPG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Simon Property Group (SPG) stake by 49% in Q4 2019, buying an estimated $1.15M and bringing the position to 23,261 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #666.

Ladenburg Thalmann Financial Services first reported a position in SPG in Q2 2013 and has held it in 27 quarters since. 788 funds tracked by Wall St. Rank hold SPG as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 23,261 shares of Simon Property Group worth $3.14M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 7,681 Simon Property Group shares in Q4 2019, an estimated $1.15M.
  • Simon Property Group made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #666 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Simon Property Group in Q2 2013 and has held it in 27 quarters since.
  • 788 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.