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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

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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return