RWB
SPG icon

RMR Wealth Builders’s Simon Property Group SPG Stock Holding History

RMR Wealth Builders’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
2024
Q2 		– Sell
-2,266
Closed -$359K – 260
2024
Q1 		$359K Sell
2,266
-104
-4% -$15.3K 0.04% 188
2023
Q4 		$338K Buy
2,370
+27
+1% +$3.26K 0.05% 181
2023
Q3 		$253K Sell
2,343
-140
-6% -$16.4K 0.04% 202
2023
Q2 		$287K Buy
2,483
+7
+0.3% +$762 0.05% 171
2023
Q1 		$277K Sell
2,476
-65
-3% -$7.76K 0.05% 170
2022
Q4 		$298K Buy
2,541
+37
+1% +$4.11K 0.07% 139
2022
Q3 		$225K Buy
2,504
+45
+2% +$4.6K 0.06% 170
2022
Q2 		$233K Sell
2,459
-1,560
-39% -$179K 0.06% 166
2022
Q1 		$529K Buy
4,019
+1,583
+65% +$226K 0.11% 115
2021
Q4 		$389K Sell
2,436
-1,286
-35% -$196K 0.11% 81
2021
Q3 		$484K Buy
3,722
+45
+1% +$5.86K 0.14% 103
2021
Q2 		$480K Sell
3,677
-66
-2% -$8.2K 0.16% 98
2021
Q1 		$426K Buy
3,743
+2,008
+116% +$209K 0.11% 110
2020
Q4 		$148K Sell
1,735
-1,829
-51% -$140K 0.07% 177
2020
Q3 		$230K Buy
3,564
+1,942
+120% +$127K 0.06% 185
2020
Q2 		$111K Buy
+1,622
New +$102K 0.1% 162
2019
Q4 		$248K Buy
+1,665
New +$250K 0.24% 95

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RMR Wealth Builders's SPG Position: Q2 2024 in Review

RMR Wealth Builders sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 2,266 shares — an estimated $359K sold.

RMR Wealth Builders first reported a position in SPG in Q4 2019 and held it in 17 quarters. The position peaked at $529K in Q1 2022. 1,099 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

  • RMR Wealth Builders reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
  • RMR Wealth Builders sold 2,266 Simon Property Group shares in Q2 2024, an estimated $359K.
  • RMR Wealth Builders first reported a position in Simon Property Group in Q4 2019 and held it in 17 quarters.
  • RMR Wealth Builders's Simon Property Group position peaked at $529K in Q1 2022.
  • 1,099 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on RMR Wealth Builders's 13F filing for Q2 2024, filed 23 Jul 2024.