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Nations Financial Group’s Simon Property Group SPG Stock Holding History

Nations Financial Group’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
2021
Q3 		– Sell
-20,677
Closed -$2.7M – 457
2021
Q2 		$2.7M Buy
+20,677
New +$2.57M 0.45% 42

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Nations Financial Group's SPG Position: Q3 2021 in Review

Nations Financial Group sold out of Simon Property Group (SPG) in Q3 2021, closing a stake of 20,677 shares — an estimated $2.7M sold.

Nations Financial Group first reported a position in SPG in Q2 2021 and held it in 1 quarter. The position peaked at $2.7M in Q2 2021. 916 funds tracked by Wall St. Rank hold SPG as of Q3 2021.

  • Nations Financial Group reported no remaining Simon Property Group position as of Q3 2021 after selling out during the quarter.
  • Nations Financial Group sold 20,677 Simon Property Group shares in Q3 2021, an estimated $2.7M.
  • Nations Financial Group first reported a position in Simon Property Group in Q2 2021 and held it in 1 quarter.
  • Nations Financial Group's Simon Property Group position peaked at $2.7M in Q2 2021.
  • 916 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2021.

Based on Nations Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.