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Perpetual Investment Management’s Simon Property Group SPG Stock Holding History

Perpetual Investment 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
2022
Q4 		$540K Sell
4,600
-800
-15% -$88.9K 0.06% 147
2022
Q3 		$485K Hold
5,400
– – 0.07% 151
2022
Q2 		$513K Buy
+5,400
New +$619K 0.08% 152
2021
Q2 		– Sell
-5,363
Closed -$608K – 241
2021
Q1 		$608K Hold
5,363
– – 0.1% 118
2020
Q4 		$450K Buy
+5,363
New +$410K 0.07% 154

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Perpetual Investment Management's SPG Position: Q4 2022 in Review

Perpetual Investment Management reduced its Simon Property Group (SPG) stake by 15% in Q4 2022, selling an estimated $88.9K and leaving 4,600 shares worth $540K. The position accounts for 0.06% of the portfolio, ranked #147.

Perpetual Investment Management first reported a position in SPG in Q4 2020 and has held it in 5 quarters since. The position peaked at $608K in Q1 2021. 995 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

  • Perpetual Investment Management held 4,600 shares of Simon Property Group worth $540K as of Q4 2022.
  • Perpetual Investment Management sold 800 Simon Property Group shares in Q4 2022, an estimated $88.9K.
  • Simon Property Group made up 0.06% of Perpetual Investment Management's portfolio in Q4 2022, its #147 holding.
  • Perpetual Investment Management first reported a position in Simon Property Group in Q4 2020 and has held it in 5 quarters since.
  • Perpetual Investment Management's Simon Property Group position peaked at $608K in Q1 2021.
  • 995 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.