Nan Shan Life Insurance’s Simon Property Group SPG Stock Holding History

Nan Shan Life Insurance’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
2024 Q4	–	Sell	-88,652	Closed	-$15M	–	114
2024 Q3	$15M	Buy	+88,652	New	+$14M	0.35%	68
2023 Q4	–	Sell	-7,229	Closed	-$781K	–	97
2023 Q3	$781K	Buy	+7,229	New	+$847K	0.02%	94
2023 Q1	–	Sell	-289,614	Closed	-$34M	–	99
2022 Q4	$34M	Hold	289,614	–	–	0.93%	37
2022 Q3	$26M	Hold	289,614	–	–	0.64%	52
2022 Q2	$27.5M	Sell	289,614 -23,869	-8%	-$2.74M	0.58%	56
2022 Q1	$41.2M	Hold	313,483	–	–	0.72%	47
2021 Q4	$50.1M	Hold	313,483	–	–	0.76%	46
2021 Q3	$40.7M	Buy	313,483 +289,614	+1,213%	+$37.7M	0.68%	50
2021 Q2	$3.11M	Sell	23,869 -150,371	-86%	-$18.7M	0.05%	103
2021 Q1	$19.8M	Buy	+174,240	New	+$18.2M	0.39%	82

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nan Shan Life Insurance's SPG Position: Q4 2024 in Review

Nan Shan Life Insurance sold out of Simon Property Group (SPG) in Q4 2024, closing a stake of 88,652 shares — an estimated $15M sold.

Nan Shan Life Insurance first reported a position in SPG in Q1 2021 and held it in 10 quarters. The position peaked at $50.1M in Q4 2021. 1,193 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

Nan Shan Life Insurance reported no remaining Simon Property Group position as of Q4 2024 after selling out during the quarter.
Nan Shan Life Insurance sold 88,652 Simon Property Group shares in Q4 2024, an estimated $15M.
Nan Shan Life Insurance first reported a position in Simon Property Group in Q1 2021 and held it in 10 quarters.
Nan Shan Life Insurance's Simon Property Group position peaked at $50.1M in Q4 2021.
1,193 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Nan Shan Life Insurance's 13F filing for Q4 2024, filed 14 Feb 2025.