SM
SPG icon

SG3 Management’s Simon Property Group SPG Stock Holding History

SG3 Management’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
-70,000
Closed -$11.2M – 1342
2021
Q4 		$11.2M Buy
70,000
+43,000
+159% +$6.56M 0.23% 77
2021
Q3 		$3.51M Sell
27,000
-3,000
-10% -$390K 0.11% 191
2021
Q2 		$3.91M Buy
30,000
+1,500
+5% +$186K 0.14% 172
2021
Q1 		$3.24M Buy
28,500
+14,500
+104% +$1.51M 0.08% 282
2020
Q4 		$1.19M Buy
14,000
+10,350
+284% +$790K 0.02% 517
2020
Q3 		$236K Sell
3,650
-46,150
-93% -$3.03M 0.01% 700
2020
Q2 		$3.4M Buy
+49,800
New +$3.12M 0.24% 106
2019
Q2 		– Sell
-1,500
Closed -$273K – 505
2019
Q1 		$273K Buy
+1,500
New +$267K 0.03% 217

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