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R&F Capital Advisors’s Simon Property Group SPG Stock Holding History

R&F Capital Advisors’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
2017
Q1 		$4.27M Buy
24,847
+7,400
+42% +$1.32M 1.1% 2
2016
Q4 		$3.1M Buy
+17,447
New +$3.24M 1.09% 5

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

R&F Capital Advisors's SPG Position: Q1 2017 in Review

R&F Capital Advisors increased its Simon Property Group (SPG) stake by 42% in Q1 2017, buying an estimated $1.32M and bringing the position to 24,847 shares worth $4.27M. The position accounts for 1.1% of the portfolio, ranked #2.

R&F Capital Advisors first reported a position in SPG in Q4 2016 and has held it in 2 quarters since. 686 funds tracked by Wall St. Rank hold SPG as of Q1 2017.

  • R&F Capital Advisors held 24,847 shares of Simon Property Group worth $4.27M as of Q1 2017.
  • R&F Capital Advisors bought 7,400 Simon Property Group shares in Q1 2017, an estimated $1.32M.
  • Simon Property Group made up 1.1% of R&F Capital Advisors's portfolio in Q1 2017, its #2 holding.
  • R&F Capital Advisors first reported a position in Simon Property Group in Q4 2016 and has held it in 2 quarters since.
  • 686 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.