Register Financial Advisors’s Simon Property Group SPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-829	Closed	-$126K	–	635
2024 Q2	$126K	Hold	829	–	–	0.06%	227
2024 Q1	$130K	Buy	+829	New	+$122K	0.07%	220
2023 Q4	–	Sell	-629	Closed	-$68K	–	567
2023 Q3	$68K	Buy	629 +1	+0.2%	+$117	0.05%	233
2023 Q2	$72.5K	Sell	628 -498	-44%	-$54.2K	0.05%	227
2023 Q1	$126K	Buy	1,126 +305	+37%	+$36.4K	0.1%	167
2022 Q4	$96.5K	Buy	+821	New	+$91.2K	0.06%	254

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Register Financial Advisors's SPG Position: Q3 2024 in Review

Register Financial Advisors sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 829 shares — an estimated $126K sold.

Register Financial Advisors first reported a position in SPG in Q4 2022 and held it in 6 quarters. The position peaked at $130K in Q1 2024. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Register Financial Advisors reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 829 Simon Property Group shares in Q3 2024, an estimated $126K.
Register Financial Advisors first reported a position in Simon Property Group in Q4 2022 and held it in 6 quarters.
Register Financial Advisors's Simon Property Group position peaked at $130K in Q1 2024.
1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.