Redwood Investment Management’s Simon Property Group SPG Stock Holding History

Redwood Investment 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
2023 Q3	–	Sell	-17,497	Closed	-$2.02M	–	351
2023 Q2	$2.02M	Buy	17,497 +37	+0.2%	+$4.03K	0.21%	104
2023 Q1	$1.96M	Buy	17,460 +2,182	+14%	+$261K	0.21%	94
2022 Q4	$1.79M	Buy	+15,278	New	+$1.7M	0.24%	107
2021 Q3	–	Sell	-9,718	Closed	-$1.27M	–	303
2021 Q2	$1.27M	Buy	9,718 +1,316	+16%	+$164K	0.21%	134
2021 Q1	$956K	Sell	8,402 -1,657	-16%	-$173K	0.18%	149
2020 Q4	$858K	Buy	10,059 +1,083	+12%	+$82.7K	0.14%	170
2020 Q3	$581K	Sell	8,976 -819	-8%	-$53.7K	0.14%	206
2020 Q2	$670K	Buy	+9,795	New	+$614K	0.19%	142
2020 Q1	–	Sell	-2,646	Closed	-$394K	–	245
2019 Q4	$394K	Buy	2,646 +542	+26%	+$81.3K	0.1%	219
2019 Q3	$327K	Buy	+2,104	New	+$327K	0.09%	212

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Redwood Investment Management's SPG Position: Q3 2023 in Review

Redwood Investment Management sold out of Simon Property Group (SPG) in Q3 2023, closing a stake of 17,497 shares — an estimated $2.02M sold.

Redwood Investment Management first reported a position in SPG in Q3 2019 and held it in 10 quarters. The position peaked at $2.02M in Q2 2023. 982 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

Redwood Investment Management reported no remaining Simon Property Group position as of Q3 2023 after selling out during the quarter.
Redwood Investment Management sold 17,497 Simon Property Group shares in Q3 2023, an estimated $2.02M.
Redwood Investment Management first reported a position in Simon Property Group in Q3 2019 and held it in 10 quarters.
Redwood Investment Management's Simon Property Group position peaked at $2.02M in Q2 2023.
982 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on Redwood Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.