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RMR Advisors’s Simon Property Group SPG Stock Holding History

RMR Advisors’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
2020
Q4 		– Sell
-47,527
Closed -$3.07M – 68
2020
Q3 		$3.07M Hold
47,527
– – 1.58% 20
2020
Q2 		$3.25M Hold
47,527
– – 1.43% 21
2020
Q1 		$2.61M Hold
47,527
– – 1.32% 23
2019
Q4 		$7.08M Hold
47,527
– – 2.43% 9
2019
Q3 		$7.4M Hold
47,527
– – 2.53% 7
2019
Q2 		$7.59M Hold
47,527
– – 2.76% 4
2019
Q1 		$8.66M Hold
47,527
– – 3.13% 2
2018
Q4 		$7.98M Hold
47,527
– – 3.29% 1
2018
Q3 		$8.4M Buy
47,527
+1,600
+3% +$283K 3.14% 1
2018
Q2 		$7.82M Hold
45,927
– – 2.94% 1
2018
Q1 		$7.09M Sell
45,927
-2,000
-4% -$318K 2.96% 1
2017
Q4 		$8.23M Buy
47,927
+1,500
+3% +$244K 3.12% 1
2017
Q3 		$7.47M Buy
46,427
+2,000
+5% +$319K 3.43% 1
2017
Q2 		$7.19M Buy
44,427
+1,000
+2% +$163K 3.62% 1
2017
Q1 		$7.47M Buy
43,427
+2,500
+6% +$447K 3.37% 1
2016
Q4 		$7.27M Hold
40,927
– – 3.67% 1
2016
Q3 		$8.47M Hold
40,927
– – 4.1% 1
2016
Q2 		$8.88M Buy
40,927
+1,500
+4% +$306K 4.24% 1
2016
Q1 		$8.19M Buy
39,427
+1,000
+3% +$192K 4.24% 1
2015
Q4 		$7.47M Buy
38,427
+3,000
+8% +$581K 4.04% 1
2015
Q3 		$6.51M Buy
35,427
+2,500
+8% +$458K 3.67% 1
2015
Q2 		$5.7M Buy
32,927
+3,700
+13% +$680K 3.19% 1
2015
Q1 		$5.72M Hold
29,227
– – 2.93% 4
2014
Q4 		$5.32M Hold
29,227
– – 2.85% 4
2014
Q3 		$4.81M Hold
29,227
– – 2.9% 3
2014
Q2 		$4.86M Sell
29,227
-1,841
-6% -$301K 2.82% 5
2014
Q1 		$4.79M Hold
31,068
– – 3% 3
2013
Q4 		$4.45M Buy
31,068
+1,063
+4% +$153K 3.01% 3
2013
Q3 		$4.18M Hold
30,005
– – 2.85% 5
2013
Q2 		$4.46M Buy
+30,005
New +$4.81M 2.88% 6

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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

RMR Advisors's SPG Position: Q4 2020 in Review

RMR Advisors sold out of Simon Property Group (SPG) in Q4 2020, closing a stake of 47,527 shares — an estimated $3.07M sold.

RMR Advisors first reported a position in SPG in Q2 2013 and held it in 30 quarters. The position peaked at $8.88M in Q2 2016. 781 funds tracked by Wall St. Rank hold SPG as of Q4 2020.

  • RMR Advisors reported no remaining Simon Property Group position as of Q4 2020 after selling out during the quarter.
  • RMR Advisors sold 47,527 Simon Property Group shares in Q4 2020, an estimated $3.07M.
  • RMR Advisors first reported a position in Simon Property Group in Q2 2013 and held it in 30 quarters.
  • RMR Advisors's Simon Property Group position peaked at $8.88M in Q2 2016.
  • 781 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2020.

Based on RMR Advisors's 13F filing for Q4 2020.