PWM
SPG icon

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

PRW 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
2021
Q3 		– Sell
-1,905
Closed -$249K – 260
2021
Q2 		$249K Buy
+1,905
New +$237K 0.07% 232
2019
Q2 		– Sell
-25
Closed -$5K – 575
2019
Q1 		$5K Hold
25
– – ﹤0.01% 383
2018
Q4 		$5K Buy
+25
New +$4.47K 0.01% 383

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

PRW Wealth Management's SPG Position: Q3 2021 in Review

PRW Wealth Management sold out of Simon Property Group (SPG) in Q3 2021, closing a stake of 1,905 shares — an estimated $249K sold.

PRW Wealth Management first reported a position in SPG in Q4 2018 and held it in 3 quarters. The position peaked at $249K in Q2 2021. 915 funds tracked by Wall St. Rank hold SPG as of Q3 2021.

  • PRW Wealth Management reported no remaining Simon Property Group position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 1,905 Simon Property Group shares in Q3 2021, an estimated $249K.
  • PRW Wealth Management first reported a position in Simon Property Group in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Simon Property Group position peaked at $249K in Q2 2021.
  • 915 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.