Real Estate Management Services’s Simon Property Group SPG Stock Holding History

Real Estate Management Services’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
2020 Q3	–	Sell	-5,400	Closed	-$369K	–	31
2020 Q2	$369K	Hold	5,400	–	–	0.34%	30
2020 Q1	$296K	Hold	5,400	–	–	0.32%	32
2019 Q4	$804K	Sell	5,400 -7,010	-56%	-$1.05M	0.5%	29
2019 Q3	$1.93M	Sell	12,410 -9,120	-42%	-$1.42M	1.24%	28
2019 Q2	$3.44M	Sell	21,530 -6,840	-24%	-$1.18M	2.32%	21
2019 Q1	$5.17M	Buy	+28,370	New	+$5.04M	3.25%	14
2014 Q1	–	Sell	-56,020	Closed	-$8.02M	–	49
2013 Q4	$8.02M	Buy	+56,020	New	+$8.07M	1.82%	32

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Real Estate Management Services's SPG Position: Q3 2020 in Review

Real Estate Management Services sold out of Simon Property Group (SPG) in Q3 2020, closing a stake of 5,400 shares — an estimated $369K sold.

Real Estate Management Services first reported a position in SPG in Q4 2013 and held it in 7 quarters. The position peaked at $8.02M in Q4 2013. 671 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

Real Estate Management Services reported no remaining Simon Property Group position as of Q3 2020 after selling out during the quarter.
Real Estate Management Services sold 5,400 Simon Property Group shares in Q3 2020, an estimated $369K.
Real Estate Management Services first reported a position in Simon Property Group in Q4 2013 and held it in 7 quarters.
Real Estate Management Services's Simon Property Group position peaked at $8.02M in Q4 2013.
671 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on Real Estate Management Services's 13F filing for Q3 2020, filed 27 Oct 2020.