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Paloma Partners’s Simon Property Group SPG Stock Holding History

Paloma Partners’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
Q3 		– Sell
-31,200
Closed -$4.74M – 1643
2024
Q2 		$4.74M Buy
+31,200
New +$4.6M 0.13% 136
2024
Q1 		– Sell
-6,900
Closed -$984K – 1037
2023
Q4 		$984K Sell
6,900
-5,400
-44% -$653K 0.04% 424
2023
Q3 		$1.33M Buy
+12,300
New +$1.44M 0.05% 313
2022
Q4 		– Sell
-68,400
Closed -$6.14M – 1141
2022
Q3 		$6.14M Buy
+68,400
New +$7M 0.28% 46
2020
Q1 		– Sell
-42,800
Closed -$6.38M – 2008
2019
Q4 		$6.38M Sell
42,800
-700
-2% -$105K 0.1% 177
2019
Q3 		$6.77M Buy
43,500
+1,800
+4% +$280K 0.14% 120
2019
Q2 		$6.66M Buy
+41,700
New +$7.18M 0.11% 151
2018
Q4 		– Sell
-7,100
Closed -$1.25M – 1731
2018
Q3 		$1.25M Sell
7,100
-61,200
-90% -$10.8M 0.02% 643
2018
Q2 		$11.6M Buy
68,300
+19,300
+39% +$3.07M 0.21% 77
2018
Q1 		$7.56M Buy
+49,000
New +$7.79M 0.12% 106
2017
Q3 		– Sell
-65,400
Closed -$10.6M – 2406
2017
Q2 		$10.6M Buy
+65,400
New +$10.6M 0.13% 119
2014
Q3 		– Sell
-4,000
Closed -$665K – 1278
2014
Q2 		$665K Buy
+4,000
New +$653K 0.03% 474

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Paloma Partners's SPG Position: Q2 2024 in Review

Paloma Partners sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 1,809 shares — an estimated $266K sold.

Paloma Partners first reported a position in SPG in Q2 2013 and held it in 23 quarters. The position peaked at $8.26M in Q2 2018. 1,101 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

  • Paloma Partners reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
  • Paloma Partners sold 1,809 Simon Property Group shares in Q2 2024, an estimated $266K.
  • Paloma Partners first reported a position in Simon Property Group in Q2 2013 and held it in 23 quarters.
  • Paloma Partners's Simon Property Group position peaked at $8.26M in Q2 2018.
  • 1,101 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on Paloma Partners's 13F filing for Q2 2024, filed 14 Aug 2024.