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Raymond James & Associates’s Simon Property Group SPG Stock Holding History

Raymond James & Associates’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
Q1 		– Sell
-24,200
Closed -$39K – 4098
2020
Q4 		$39K Buy
24,200
+1,700
+8% +$130K ﹤0.01% 3648
2020
Q3 		$51K Buy
22,500
+1,500
+7% +$98.3K ﹤0.01% 3441
2020
Q2 		$2K Buy
+21,000
New +$1.32M ﹤0.01% 3511

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

Raymond James & Associates's SPG Position: Q3 2024 in Review

Raymond James & Associates increased its Simon Property Group (SPG) stake by 2.4% in Q3 2024, buying an estimated $1.01M and bringing the position to 274,616 shares worth $46.4M. The position accounts for 0.03% of the portfolio, ranked #464.

Raymond James & Associates first reported a position in SPG in Q2 2013 and has held it in 46 quarters since. 1,131 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

  • Raymond James & Associates held 274,616 shares of Simon Property Group worth $46.4M as of Q3 2024.
  • Raymond James & Associates bought 6,358 Simon Property Group shares in Q3 2024, an estimated $1.01M.
  • Simon Property Group made up 0.03% of Raymond James & Associates's portfolio in Q3 2024, its #464 holding.
  • Raymond James & Associates first reported a position in Simon Property Group in Q2 2013 and has held it in 46 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.