Loeb Partners Corp’s Simon Property Group SPG Stock Holding History

Loeb Partners Corp’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 Q1	–	Sell	-2,000	Closed	-$336K	–	259
2018 Q4	$336K	Sell	2,000 -2,000	-50%	-$358K	0.16%	105
2018 Q3	$708K	Sell	4,000 -2,000	-33%	-$354K	0.26%	78
2018 Q2	$1.02M	Buy	6,000 +2,000	+50%	+$318K	0.26%	87
2018 Q1	$617K	Sell	4,000 -5,100	-56%	-$811K	0.27%	79
2017 Q4	$1.56M	Buy	9,100 +1,500	+20%	+$244K	0.46%	58
2017 Q3	$1.22M	Sell	7,600 -5,000	-40%	-$799K	0.37%	68
2017 Q2	$2.04M	Buy	12,600 +3,600	+40%	+$586K	0.59%	45
2017 Q1	$1.55M	Hold	9,000	–	–	0.47%	54
2016 Q4	$1.6M	Buy	9,000 +1,400	+18%	+$260K	0.54%	44
2016 Q3	$1.57M	Hold	7,600	–	–	0.56%	49
2016 Q2	$1.65M	Buy	7,600 +3,500	+85%	+$714K	0.54%	49
2016 Q1	$852K	Hold	4,100	–	–	0.3%	76
2015 Q4	$797K	Hold	4,100	–	–	0.26%	81
2015 Q3	$753K	Hold	4,100	–	–	0.28%	82
2015 Q2	$709K	Hold	4,100	–	–	0.21%	94
2015 Q1	$802K	Hold	4,100	–	–	0.23%	94
2014 Q4	$747K	Sell	4,100 -1,070	-21%	-$190K	0.22%	93
2014 Q3	$850K	Buy	5,170 +2,070	+67%	+$348K	0.28%	86
2014 Q2	$515K	Sell	3,100 -1,258	-29%	-$205K	0.16%	117
2014 Q1	$672K	Hold	4,358	–	–	0.23%	93
2013 Q4	$624K	Buy	4,358 +1,063	+32%	+$153K	0.2%	106
2013 Q3	$460K	Sell	3,295 -1,063	-24%	-$154K	0.16%	123
2013 Q2	$647K	Buy	+4,358	New	+$699K	0.24%	91

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loeb Partners Corp's SPG Position: Q1 2019 in Review

Loeb Partners Corp sold out of Simon Property Group (SPG) in Q1 2019, closing a stake of 2,000 shares — an estimated $336K sold.

Loeb Partners Corp first reported a position in SPG in Q2 2013 and held it in 23 quarters. The position peaked at $2.04M in Q2 2017. 804 funds tracked by Wall St. Rank hold SPG as of Q1 2019.

Loeb Partners Corp reported no remaining Simon Property Group position as of Q1 2019 after selling out during the quarter.
Loeb Partners Corp sold 2,000 Simon Property Group shares in Q1 2019, an estimated $336K.
Loeb Partners Corp first reported a position in Simon Property Group in Q2 2013 and held it in 23 quarters.
Loeb Partners Corp's Simon Property Group position peaked at $2.04M in Q2 2017.
804 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.