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Main Street Research’s Simon Property Group SPG Stock Holding History

Main Street Research’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
-181,915
Closed -$29.1M – 147
2021
Q4 		$29.1M Sell
181,915
-16
-0% -$2.44K 2.24% 21
2021
Q3 		$23.6M Buy
181,931
+20,684
+13% +$2.69M 2.07% 24
2021
Q2 		$21M Buy
161,247
+1,771
+1% +$220K 1.69% 31
2021
Q1 		$18.1M Buy
159,476
+41,820
+36% +$4.36M 1.71% 33
2020
Q4 		$10M Buy
+117,656
New +$8.98M 1.08% 39
2017
Q3 		– Sell
-1,285
Closed -$208K – 122
2017
Q2 		$208K Sell
1,285
-281
-18% -$45.7K 0.03% 117
2017
Q1 		$269K Buy
1,566
+220
+16% +$39.3K 0.05% 99
2016
Q4 		$239K Sell
1,346
-35,846
-96% -$6.66M 0.05% 100
2016
Q3 		$7.7M Buy
37,192
+1,060
+3% +$230K 1.5% 33
2016
Q2 		$7.84M Buy
36,132
+2,711
+8% +$553K 1.62% 29
2016
Q1 		$6.94M Buy
33,421
+266
+0.8% +$51.1K 1.79% 26
2015
Q4 		$6.45M Buy
33,155
+14,245
+75% +$2.76M 1.38% 34
2015
Q3 		$3.81M Buy
18,910
+2,265
+14% +$415K 0.89% 46
2015
Q2 		$2.88M Sell
16,645
-4,605
-22% -$846K 0.59% 58
2015
Q1 		$4.16M Buy
21,250
+773
+4% +$150K 0.89% 47
2014
Q4 		$3.73M Buy
20,477
+4,020
+24% +$713K 0.8% 51
2014
Q3 		$2.71M Buy
16,457
+5,075
+45% +$854K 0.6% 61
2014
Q2 		$1.89M Buy
11,382
+8,602
+309% +$1.4M 0.45% 69
2014
Q1 		$429K Buy
2,780
+1,361
+96% +$203K 0.1% 100
2013
Q4 		$203K Buy
+1,419
New +$204K 0.05% 145
2013
Q3 		– Sell
-1,419
Closed -$211K – 145
2013
Q2 		$211K Buy
+1,419
New +$228K 0.06% 132

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Main Street Research's SPG Position: Q1 2022 in Review

Main Street Research sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 181,915 shares — an estimated $29.1M sold.

Main Street Research first reported a position in SPG in Q2 2013 and held it in 21 quarters. The position peaked at $29.1M in Q4 2021. 1,013 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • Main Street Research reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
  • Main Street Research sold 181,915 Simon Property Group shares in Q1 2022, an estimated $29.1M.
  • Main Street Research first reported a position in Simon Property Group in Q2 2013 and held it in 21 quarters.
  • Main Street Research's Simon Property Group position peaked at $29.1M in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on Main Street Research's 13F filing for Q1 2022, filed 5 May 2022.