Tiedemann Advisors’s Simon Property Group SPG Stock Holding History

Tiedemann Advisors’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
2023 Q3	$627K	Buy	5,800 +99	+2%	+$11.6K	0.03%	152
2023 Q2	$658K	Buy	5,701 +20	+0.4%	+$2.18K	0.03%	142
2023 Q1	$636K	Buy	5,681 +94	+2%	+$11.2K	0.03%	138
2022 Q4	$656K	Buy	5,587 +156	+3%	+$17.3K	0.03%	146
2022 Q3	$487K	Buy	5,431 +101	+2%	+$10.3K	0.03%	151
2022 Q2	$505K	Buy	+5,330	New	+$611K	0.04%	152
2019 Q2	–	Sell	-2,706	Closed	-$493K	–	403
2019 Q1	$493K	Buy	2,706 +13	+0.5%	+$2.31K	0.02%	301
2018 Q4	$453K	Buy	+2,693	New	+$481K	0.02%	301

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tiedemann Advisors's SPG Position: Q3 2023 in Review

Tiedemann Advisors increased its Simon Property Group (SPG) stake by 1.7% in Q3 2023, buying an estimated $11.6K and bringing the position to 5,800 shares worth $627K. The position accounts for 0.03% of the portfolio, ranked #152.

Tiedemann Advisors first reported a position in SPG in Q4 2018 and has held it in 8 quarters since. The position peaked at $658K in Q2 2023. 982 funds tracked by Wall St. Rank hold SPG as of Q3 2023.

Tiedemann Advisors held 5,800 shares of Simon Property Group worth $627K as of Q3 2023.
Tiedemann Advisors bought 99 Simon Property Group shares in Q3 2023, an estimated $11.6K.
Simon Property Group made up 0.03% of Tiedemann Advisors's portfolio in Q3 2023, its #152 holding.
Tiedemann Advisors first reported a position in Simon Property Group in Q4 2018 and has held it in 8 quarters since.
Tiedemann Advisors's Simon Property Group position peaked at $658K in Q2 2023.
982 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.