NFG
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Next Financial Group’s Simon Property Group SPG Stock Holding History

Next 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
Q4 		$1.72M Buy
10,785
+2,111
+24% +$322K 0.11% 198
2021
Q3 		$1.13M Buy
8,674
+3,054
+54% +$397K 0.09% 249
2021
Q2 		$734K Sell
5,620
-1,172
-17% -$146K 0.06% 347
2021
Q1 		$773K Buy
6,792
+4,508
+197% +$470K 0.07% 297
2020
Q4 		$195K Buy
2,284
+1,657
+264% +$127K 0.02% 723
2020
Q3 		$41K Sell
627
-4,390
-88% -$288K ﹤0.01% 1162
2020
Q2 		$343K Buy
5,017
+3,004
+149% +$188K 0.04% 377
2020
Q1 		$111K Buy
2,013
+1,358
+207% +$162K 0.01% 731
2019
Q4 		$97K Sell
655
-526
-45% -$78.9K 0.01% 950
2019
Q3 		$184K Sell
1,181
-163
-12% -$25.3K 0.02% 707
2019
Q2 		$214K Buy
1,344
+414
+45% +$71.3K 0.02% 635
2019
Q1 		$170K Sell
930
-172
-16% -$30.6K 0.04% 407
2018
Q4 		$185K Buy
1,102
+595
+117% +$106K 0.04% 406
2018
Q3 		$90K Buy
+507
New +$89.7K 0.04% 384
2017
Q4 		– Sell
-562
Closed -$94K – 1249
2017
Q3 		$94K Buy
562
+62
+12% +$9.9K 0.03% 508
2017
Q2 		$81K Buy
500
+74
+17% +$12K 0.02% 613
2017
Q1 		$70K Sell
426
-568
-57% -$101K 0.02% 611
2016
Q4 		$177K Buy
994
+276
+38% +$51.3K 0.03% 509
2016
Q3 		$149K Buy
718
+598
+498% +$130K 0.03% 551
2016
Q2 		$26K Buy
120
+70
+140% +$14.3K 0.01% 874
2016
Q1 		$10K Hold
50
– – ﹤0.01% 1167
2015
Q4 		$9K Hold
50
– – ﹤0.01% 1214
2015
Q3 		$9K Hold
50
– – ﹤0.01% 1257
2015
Q2 		$8K Hold
50
– – ﹤0.01% 1344
2015
Q1 		$9K Sell
50
-50
-50% -$9.69K ﹤0.01% 1296
2014
Q4 		$18K Sell
100
-737
-88% -$131K 0.01% 1018
2014
Q3 		$138K Buy
837
+578
+223% +$97.3K 0.03% 562
2014
Q2 		$43K Buy
+259
New +$42.3K 0.02% 387

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Next Financial Group's SPG Position: Q4 2021 in Review

Next Financial Group increased its Simon Property Group (SPG) stake by 24% in Q4 2021, buying an estimated $322K and bringing the position to 10,785 shares worth $1.72M. The position accounts for 0.11% of the portfolio, ranked #198.

Next Financial Group first reported a position in SPG in Q2 2014 and has held it in 28 quarters since. 1,047 funds tracked by Wall St. Rank hold SPG as of Q4 2021.

  • Next Financial Group held 10,785 shares of Simon Property Group worth $1.72M as of Q4 2021.
  • Next Financial Group bought 2,111 Simon Property Group shares in Q4 2021, an estimated $322K.
  • Simon Property Group made up 0.11% of Next Financial Group's portfolio in Q4 2021, its #198 holding.
  • Next Financial Group first reported a position in Simon Property Group in Q2 2014 and has held it in 28 quarters since.
  • 1,047 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.