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Lake Street Advisors Group’s Simon Property Group SPG Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$3.36M Buy
19,517
+12,590
+182% +$2.21M 0.15% 86
2024
Q3 		$1.17M Sell
6,927
-12,446
-64% -$1.97M 0.05% 193
2024
Q2 		$2.94M Sell
19,373
-221
-1% -$32.6K 0.14% 97
2024
Q1 		$3.07M Sell
19,594
-122
-0.6% -$17.9K 0.14% 100
2023
Q4 		$2.81M Buy
19,716
+114
+0.6% +$13.8K 0.14% 103
2023
Q3 		$2.12M Sell
19,602
-159
-0.8% -$18.6K 0.13% 113
2023
Q2 		$2.28M Sell
19,761
-586
-3% -$63.8K 0.13% 112
2023
Q1 		$2.28M Buy
20,347
+801
+4% +$95.6K 0.14% 102
2022
Q4 		$2.3M Sell
19,546
-1,906
-9% -$212K 0.15% 95
2022
Q3 		$1.93M Buy
21,452
+1,327
+7% +$136K 0.14% 101
2022
Q2 		$1.91M Buy
20,125
+1,083
+6% +$124K 0.14% 101
2022
Q1 		$2.5M Buy
19,042
+339
+2% +$48.3K 0.16% 89
2021
Q4 		$2.99M Buy
18,703
+29
+0.2% +$4.43K 0.19% 77
2021
Q3 		$2.43M Buy
18,674
+16,570
+788% +$2.16M 0.26% 63
2021
Q2 		$282K Buy
2,104
+86
+4% +$10.7K 0.02% 257
2021
Q1 		$230K Buy
+2,018
New +$211K 0.02% 281
2018
Q3 		– Sell
-1,507
Closed -$256K – 299
2018
Q2 		$256K Sell
1,507
-181
-11% -$28.8K 0.03% 259
2018
Q1 		$261K Sell
1,688
-7
-0.4% -$1.11K 0.03% 241
2017
Q4 		$291K Buy
+1,695
New +$275K 0.03% 224

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lake Street Advisors Group's SPG Position: Q4 2024 in Review

Lake Street Advisors Group increased its Simon Property Group (SPG) stake by 182% in Q4 2024, buying an estimated $2.21M and bringing the position to 19,517 shares worth $3.36M. The position accounts for 0.15% of the portfolio, ranked #86.

Lake Street Advisors Group first reported a position in SPG in Q4 2017 and has held it in 19 quarters since. 1,191 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

  • Lake Street Advisors Group held 19,517 shares of Simon Property Group worth $3.36M as of Q4 2024.
  • Lake Street Advisors Group bought 12,590 Simon Property Group shares in Q4 2024, an estimated $2.21M.
  • Simon Property Group made up 0.15% of Lake Street Advisors Group's portfolio in Q4 2024, its #86 holding.
  • Lake Street Advisors Group first reported a position in Simon Property Group in Q4 2017 and has held it in 19 quarters since.
  • 1,191 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.