Luther King Capital Management (LKCM)
SPG icon

Luther King Capital Management (LKCM)’s Simon Property Group SPG Stock Holding History

Luther King Capital Management (LKCM)’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
2016
Q2 		– Sell
-965
Closed -$200K – 528
2016
Q1 		$200K Buy
+965
New +$185K ﹤0.01% 488
2015
Q3 		– Sell
-1,330
Closed -$230K – 560
2015
Q2 		$230K Hold
1,330
– – ﹤0.01% 511
2015
Q1 		$260K Hold
1,330
– – ﹤0.01% 497
2014
Q4 		$242K Hold
1,330
– – ﹤0.01% 513
2014
Q3 		$219K Hold
1,330
– – ﹤0.01% 529
2014
Q2 		$221K Sell
1,330
-190
-13% -$31K ﹤0.01% 521
2014
Q1 		$235K Sell
1,520
-296
-16% -$44.1K ﹤0.01% 501
2013
Q4 		$260K Sell
1,816
-3,826
-68% -$551K ﹤0.01% 480
2013
Q3 		$787K Buy
5,642
+2,918
+107% +$424K 0.01% 466
2013
Q2 		$405K Buy
+2,724
New +$437K ﹤0.01% 570

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return