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SPG

Simon Property Group Portfolio holdings

AUM $482M
This Fund
S&P 500
This Quarter Est. Return
+30.68%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$476M
AUM Growth
–
Cap. Flow
+$420M
Cap. Flow %
88.22%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MAC icon
Macerich
MAC
+$420M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Real Estate 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MAC icon
1
Macerich
MAC
$7.27B
$476M 100%
+5,711,842
New +$420M

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Simon Property Group's Q4 2014 Portfolio in Review

Q4 2014 is the first quarter with a 13F filing on record for Simon Property Group, which disclosed 1 position worth $476M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Macerich: 5,711,842 shares worth $476M.

By sector, the portfolio is most concentrated in Real Estate at 100% of assets.

  • Simon Property Group's largest Q4 2014 buy was Macerich: 5,711,842 shares worth $476M.
  • Simon Property Group's ten largest holdings make up 100% of its $476M portfolio in Q4 2014.
  • Simon Property Group disclosed 1 position in Q4 2014, its first 13F filing on record.

Based on Simon Property Group's 13F filing for Q4 2014, filed 17 Feb 2015.