Standard Family Office’s Simon Property Group SPG Stock Holding History

Standard Family Office’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 Q4	–	Sell	-64	Closed	-$6K	–	379
2022 Q3	$6K	Buy	+64	New	+$6.55K	﹤0.01%	293
2021 Q3	–	Sell	-22	Closed	-$3K	–	455
2021 Q2	$3K	Hold	22	–	–	﹤0.01%	323
2021 Q1	$3K	Hold	22	–	–	﹤0.01%	371
2020 Q4	$2K	Buy	+22	New	+$1.68K	﹤0.01%	485

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Standard Family Office's SPG Position: Q4 2022 in Review

Standard Family Office sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 64 shares — an estimated $6K sold.

Standard Family Office first reported a position in SPG in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q3 2022. 994 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

Standard Family Office reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 64 Simon Property Group shares in Q4 2022, an estimated $6K.
Standard Family Office first reported a position in Simon Property Group in Q4 2020 and held it in 4 quarters.
Standard Family Office's Simon Property Group position peaked at $6K in Q3 2022.
994 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.