SIM
SPG icon

SSI Investment Management’s Simon Property Group SPG Stock Holding History

SSI Investment 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
2014
Q1 		– Sell
-9,864
Closed -$1.41M – 429
2013
Q4 		$1.41M Sell
9,864
-2,459
-20% -$354K 0.13% 178
2013
Q3 		$1.72M Buy
12,323
+2,210
+22% +$321K 0.15% 145
2013
Q2 		$1.5M Buy
+10,113
New +$1.62M 0.15% 153

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SSI Investment Management's SPG Position: Q1 2014 in Review

SSI Investment Management sold out of Simon Property Group (SPG) in Q1 2014, closing a stake of 9,864 shares — an estimated $1.41M sold.

SSI Investment Management first reported a position in SPG in Q2 2013 and held it in 3 quarters. The position peaked at $1.72M in Q3 2013. 578 funds tracked by Wall St. Rank hold SPG as of Q1 2014.

  • SSI Investment Management reported no remaining Simon Property Group position as of Q1 2014 after selling out during the quarter.
  • SSI Investment Management sold 9,864 Simon Property Group shares in Q1 2014, an estimated $1.41M.
  • SSI Investment Management first reported a position in Simon Property Group in Q2 2013 and held it in 3 quarters.
  • SSI Investment Management's Simon Property Group position peaked at $1.72M in Q3 2013.
  • 578 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2014.

Based on SSI Investment Management's 13F filing for Q1 2014, filed 9 May 2014.