SRSA
SPG icon

S.R. Schill & Associates’s Simon Property Group SPG Stock Holding History

S.R. Schill & Associates’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
2022
Q1 		– Sell
-1,500
Closed -$240K – 78
2021
Q4 		$240K Buy
+1,500
New +$229K 0.1% 72

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

S.R. Schill & Associates's SPG Position: Q1 2022 in Review

S.R. Schill & Associates sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 1,500 shares — an estimated $240K sold.

S.R. Schill & Associates first reported a position in SPG in Q4 2021 and held it in 1 quarter. The position peaked at $240K in Q4 2021. 1,012 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • S.R. Schill & Associates reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
  • S.R. Schill & Associates sold 1,500 Simon Property Group shares in Q1 2022, an estimated $240K.
  • S.R. Schill & Associates first reported a position in Simon Property Group in Q4 2021 and held it in 1 quarter.
  • S.R. Schill & Associates's Simon Property Group position peaked at $240K in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on S.R. Schill & Associates's 13F filing for Q1 2022, filed 6 May 2022.