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RPG Investment Advisory’s Simon Property Group SPG Stock Holding History

RPG Investment Advisory’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
2021
Q4 		– Sell
-75
Closed -$10K – 290
2021
Q3 		$10K Hold
75
– – ﹤0.01% 219
2021
Q2 		$10K Hold
75
– – ﹤0.01% 227
2021
Q1 		$9K Hold
75
– – ﹤0.01% 233
2020
Q4 		$6K Hold
75
– – ﹤0.01% 242
2020
Q3 		$5K Hold
75
– – ﹤0.01% 241
2020
Q2 		$5K Buy
+75
New +$4.71K ﹤0.01% 247

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 $3.38T AUM 44.17% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

RPG Investment Advisory's SPG Position: Q4 2021 in Review

RPG Investment Advisory sold out of Simon Property Group (SPG) in Q4 2021, closing a stake of 75 shares — an estimated $10K sold.

RPG Investment Advisory first reported a position in SPG in Q2 2020 and held it in 6 quarters. The position peaked at $10K in Q3 2021. 1,046 funds tracked by Wall St. Rank hold SPG as of Q4 2021.

  • RPG Investment Advisory reported no remaining Simon Property Group position as of Q4 2021 after selling out during the quarter.
  • RPG Investment Advisory sold 75 Simon Property Group shares in Q4 2021, an estimated $10K.
  • RPG Investment Advisory first reported a position in Simon Property Group in Q2 2020 and held it in 6 quarters.
  • RPG Investment Advisory's Simon Property Group position peaked at $10K in Q3 2021.
  • 1,046 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2021.

Based on RPG Investment Advisory's 13F filing for Q4 2021, filed 28 Jan 2022.