Mizuho Trust & Banking’s Simon Property Group SPG Stock Holding History

Mizuho Trust & Banking’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 Q4	–	Sell	-567,140	Closed	-$117M	–	564
2016 Q3	$117M	Buy	567,140 +24,623	+5%	+$5.34M	0.35%	62
2016 Q2	$118M	Buy	542,517 +4,913	+0.9%	+$1M	0.36%	60
2016 Q1	$112M	Buy	537,604 +16,675	+3%	+$3.2M	0.35%	61
2015 Q4	$102M	Buy	520,929 +3,135	+0.6%	+$607K	0.33%	71
2015 Q3	$95.1M	Buy	517,794 +2,056	+0.4%	+$377K	0.33%	71
2015 Q2	$89.2M	Buy	515,738 +7,577	+1%	+$1.39M	0.29%	78
2015 Q1	$99.4M	Buy	508,161 +29,072	+6%	+$5.63M	0.34%	68
2014 Q4	$87.2M	Sell	479,089 -6,543	-1%	-$1.16M	0.31%	77
2014 Q3	$79.8M	Sell	485,632 -8,303	-2%	-$1.4M	0.3%	77
2014 Q2	$82.1M	Sell	493,935 -33,443	-6%	-$5.46M	0.29%	83
2014 Q1	$81.4M	Sell	527,378 -37,469	-7%	-$5.58M	0.31%	81
2013 Q4	$82.3M	Buy	564,847 +10,457	+2%	+$1.51M	0.31%	76
2013 Q3	$82.4M	Hold	554,390	–	–	0.34%	64
2013 Q2	$82.4M	Buy	+554,390	New	+$88.9M	0.35%	63

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Mizuho Trust & Banking's SPG Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of Simon Property Group (SPG) in Q4 2016, closing a stake of 567,140 shares — an estimated $117M sold.

Mizuho Trust & Banking first reported a position in SPG in Q2 2013 and held it in 14 quarters. The position peaked at $118M in Q2 2016. 709 funds tracked by Wall St. Rank hold SPG as of Q4 2016.

Mizuho Trust & Banking reported no remaining Simon Property Group position as of Q4 2016 after selling out during the quarter.
Mizuho Trust & Banking sold 567,140 Simon Property Group shares in Q4 2016, an estimated $117M.
Mizuho Trust & Banking first reported a position in Simon Property Group in Q2 2013 and held it in 14 quarters.
Mizuho Trust & Banking's Simon Property Group position peaked at $118M in Q2 2016.
709 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.