SM
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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
-16,900
Closed -$2.7M – 1341
2021
Q4 		$2.7M Buy
+16,900
New +$2.58M 0.05% 284
2020
Q3 		– Sell
-13,000
Closed -$889K – 1054
2020
Q2 		$889K Buy
+13,000
New +$815K 0.06% 306

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SG3 Management's SPG Position: Q1 2022 in Review

SG3 Management sold out of Simon Property Group (SPG) in Q1 2022, closing a stake of 70,000 shares — an estimated $11.2M sold.

SG3 Management first reported a position in SPG in Q1 2019 and held it in 8 quarters. The position peaked at $11.2M in Q4 2021. 1,011 funds tracked by Wall St. Rank hold SPG as of Q1 2022.

  • SG3 Management reported no remaining Simon Property Group position as of Q1 2022 after selling out during the quarter.
  • SG3 Management sold 70,000 Simon Property Group shares in Q1 2022, an estimated $11.2M.
  • SG3 Management first reported a position in Simon Property Group in Q1 2019 and held it in 8 quarters.
  • SG3 Management's Simon Property Group position peaked at $11.2M in Q4 2021.
  • 1,011 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2022.

Based on SG3 Management's 13F filing for Q1 2022, filed 16 May 2022.