OFW
SPG icon

Omnia Family Wealth’s Simon Property Group SPG Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-29
Closed -$5K – 459
2019
Q1 		$5K Hold
29
– – ﹤0.01% 319
2018
Q4 		$5K Hold
29
– – ﹤0.01% 293
2018
Q3 		$5K Hold
29
– – ﹤0.01% 313
2018
Q2 		$5K Hold
29
– – ﹤0.01% 313
2018
Q1 		$4K Hold
29
– – ﹤0.01% 343
2017
Q4 		$5K Hold
29
– – ﹤0.01% 339
2017
Q3 		$5K Sell
29
-32
-52% -$5.11K ﹤0.01% 347
2017
Q2 		$10K Buy
+61
New +$9.93K ﹤0.01% 286

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Omnia Family Wealth's SPG Position: Q2 2019 in Review

Omnia Family Wealth sold out of Simon Property Group (SPG) in Q2 2019, closing a stake of 29 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in SPG in Q2 2017 and held it in 8 quarters. The position peaked at $10K in Q2 2017. 770 funds tracked by Wall St. Rank hold SPG as of Q2 2019.

  • Omnia Family Wealth reported no remaining Simon Property Group position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 29 Simon Property Group shares in Q2 2019, an estimated $5K.
  • Omnia Family Wealth first reported a position in Simon Property Group in Q2 2017 and held it in 8 quarters.
  • Omnia Family Wealth's Simon Property Group position peaked at $10K in Q2 2017.
  • 770 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.