RegentAtlantic Capital’s Simon Property Group SPG Stock Holding History

RegentAtlantic Capital’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
2022 Q1	–	Sell	-1,439	Closed	-$230K	–	720
2021 Q4	$230K	Buy	+1,439	New	+$220K	0.01%	638
2015 Q1	–	Sell	-14	Closed	-$2.38K	–	854
2014 Q4	$2.38K	Buy	+14	New	+$2.48K	﹤0.01%	1105

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

RegentAtlantic Capital's SPG Position: Q1 2022 in Review

RegentAtlantic Capital sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 1,439 shares — an estimated $230K sold.

RegentAtlantic Capital first reported a position in SPG in Q4 2014 and held it in 2 quarters. The position peaked at $230K in Q4 2021. 1,012 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

RegentAtlantic Capital reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
RegentAtlantic Capital sold 1,439 Simon Property Group shares in Q1 2022, an estimated $230K.
RegentAtlantic Capital first reported a position in Simon Property Group in Q4 2014 and held it in 2 quarters.
RegentAtlantic Capital's Simon Property Group position peaked at $230K in Q4 2021.
1,012 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on RegentAtlantic Capital's 13F filing for Q1 2022, filed 2 May 2022.