PWM
SPG icon

Patriot Wealth Management’s Simon Property Group SPG Stock Holding History

Patriot Wealth Management’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
2018
Q2 		– Sell
-41,662
Closed -$6.43M – 88
2018
Q1 		$6.43M Buy
41,662
+967
+2% +$154K 0.92% 42
2017
Q4 		$6.99M Buy
40,695
+616
+2% +$100K 0.99% 37
2017
Q3 		$6.45M Buy
40,079
+361
+0.9% +$57.7K 1.05% 33
2017
Q2 		$6.42M Buy
+39,718
New +$6.47M 1.08% 36
2016
Q3 		– Sell
-25,730
Closed -$5.58M – 73
2016
Q2 		$5.58M Buy
+25,730
New +$5.25M 1.1% 34
2016
Q1 		– Sell
-44,865
Closed -$8.72M – 73
2015
Q4 		$8.72M Buy
44,865
+1,603
+4% +$311K 1.81% 15
2015
Q3 		$7.95M Buy
+43,262
New +$7.93M 1.84% 13

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return