Mainstay Capital Management’s Simon Property Group SPG Stock Holding History

Mainstay Capital Management’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
2023 Q1	–	Sell	-13,470	Closed	-$1.58M	–	117
2022 Q4	$1.58M	Buy	13,470 +405	+3%	+$45K	0.35%	34
2022 Q3	$1.17M	Buy	13,065 +2,440	+23%	+$250K	0.29%	42
2022 Q2	$1.01M	Buy	10,625 +473	+5%	+$54.2K	0.23%	54
2022 Q1	$1.33M	Buy	+10,152	New	+$1.45M	0.24%	44

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mainstay Capital Management's SPG Position: Q1 2023 in Review

Mainstay Capital Management sold out of Simon Property Group (SPG) in Q1 2023, closing a stake of 13,470 shares — an estimated $1.58M sold.

Mainstay Capital Management first reported a position in SPG in Q1 2022 and held it in 4 quarters. The position peaked at $1.58M in Q4 2022. 985 funds tracked by Wall St. Rank hold SPG as of Q1 2023.

Mainstay Capital Management reported no remaining Simon Property Group position as of Q1 2023 after selling out during the quarter.
Mainstay Capital Management sold 13,470 Simon Property Group shares in Q1 2023, an estimated $1.58M.
Mainstay Capital Management first reported a position in Simon Property Group in Q1 2022 and held it in 4 quarters.
Mainstay Capital Management's Simon Property Group position peaked at $1.58M in Q4 2022.
985 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2023.

Based on Mainstay Capital Management's 13F filing for Q1 2023, filed 3 May 2023.