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Red Door Wealth Management’s Simon Property Group SPG Stock Holding History

Red Door 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
-53
Closed -$6K – 530
2021
Q2 		$6K Buy
+53
New +$6.59K ﹤0.01% 509
2020
Q3 		– Sell
-86
Closed -$5K – 367
2020
Q2 		$5K Buy
86
+50
+139% +$3.14K ﹤0.01% 369
2020
Q1 		$1K Buy
+36
New +$4.3K ﹤0.01% 417

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Red Door Wealth Management's SPG Position: Q3 2021 in Review

Red Door Wealth Management sold out of Simon Property Group (SPG) in Q3 2021, closing a stake of 53 shares — an estimated $6K sold.

Red Door Wealth Management first reported a position in SPG in Q1 2020 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 916 funds tracked by Wall St. Rank hold SPG as of Q3 2021.

  • Red Door Wealth Management reported no remaining Simon Property Group position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 53 Simon Property Group shares in Q3 2021, an estimated $6K.
  • Red Door Wealth Management first reported a position in Simon Property Group in Q1 2020 and held it in 3 quarters.
  • Red Door Wealth Management's Simon Property Group position peaked at $6K in Q2 2021.
  • 916 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.