RiverGlades Family Offices’s Simon Property Group SPG Stock Holding History

RiverGlades Family Offices’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 Q4	–	Sell	-2,400	Closed	-$259K	–	80
2023 Q3	$259K	Hold	2,400	–	–	0.23%	61
2023 Q2	$277K	Buy	+2,400	New	+$261K	0.25%	58

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

RiverGlades Family Offices's SPG Position: Q4 2023 in Review

RiverGlades Family Offices sold out of Simon Property Group (SPG) in Q4 2023, closing a stake of 2,400 shares — an estimated $259K sold.

RiverGlades Family Offices first reported a position in SPG in Q2 2023 and held it in 2 quarters. The position peaked at $277K in Q2 2023. 1,053 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

RiverGlades Family Offices reported no remaining Simon Property Group position as of Q4 2023 after selling out during the quarter.
RiverGlades Family Offices sold 2,400 Simon Property Group shares in Q4 2023, an estimated $259K.
RiverGlades Family Offices first reported a position in Simon Property Group in Q2 2023 and held it in 2 quarters.
RiverGlades Family Offices's Simon Property Group position peaked at $277K in Q2 2023.
1,053 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on RiverGlades Family Offices's 13F filing for Q4 2023, filed 14 Feb 2024.