SL
SPG icon

Summitry LLC’s Simon Property Group SPG Stock Holding History

Summitry LLC’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
2016
Q1 		– Sell
-2,895
Closed -$563K – 82
2015
Q4 		$563K Hold
2,895
– – 0.06% 50
2015
Q3 		$532K Hold
2,895
– – 0.06% 48
2015
Q2 		$501K Hold
2,895
– – 0.06% 46
2015
Q1 		$566K Hold
2,895
– – 0.07% 43
2014
Q4 		$527K Sell
2,895
-27
-0.9% -$4.79K 0.06% 47
2014
Q3 		$480K Buy
2,922
+27
+0.9% +$4.54K 0.06% 46
2014
Q2 		$481K Sell
2,895
-182
-6% -$29.7K 0.06% 43
2014
Q1 		$475K Sell
3,077
-2,870
-48% -$428K 0.06% 46
2013
Q4 		$851K Buy
5,947
+2,870
+93% +$413K 0.11% 42
2013
Q3 		$429K Hold
3,077
– – 0.07% 50
2013
Q2 		$457K Buy
+3,077
New +$493K 0.07% 47

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return