Tradewinds Capital Management’s Simon Property Group SPG Stock Holding History

Tradewinds Capital 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
2022 Q2	–	Sell	-103	Closed	-$14K	–	742
2022 Q1	$14K	Buy	103 +1	+1%	+$142	﹤0.01%	431
2021 Q4	$16K	Buy	102 +1	+1%	+$153	﹤0.01%	417
2021 Q3	$13K	Buy	101 +1	+1%	+$130	﹤0.01%	436
2021 Q2	$13K	Buy	+100	New	+$12.4K	﹤0.01%	437
2020 Q3	–	Sell	-10,009	Closed	-$684K	–	703
2020 Q2	$684K	Buy	10,009 +9,992	+58,776%	+$627K	0.18%	42
2020 Q1	$1K	Buy	+17	New	+$2.03K	﹤0.01%	621
2016 Q3	–	Sell	-23	Closed	-$5K	–	684
2016 Q2	$5K	Hold	23	–	–	﹤0.01%	445
2016 Q1	$5K	Hold	23	–	–	﹤0.01%	470
2015 Q4	$4K	Buy	+23	New	+$4.46K	﹤0.01%	474

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Tradewinds Capital Management's SPG Position: Q2 2022 in Review

Tradewinds Capital Management sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 103 shares — an estimated $14K sold.

Tradewinds Capital Management first reported a position in SPG in Q4 2015 and held it in 9 quarters. The position peaked at $684K in Q2 2020. 938 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

Tradewinds Capital Management reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
Tradewinds Capital Management sold 103 Simon Property Group shares in Q2 2022, an estimated $14K.
Tradewinds Capital Management first reported a position in Simon Property Group in Q4 2015 and held it in 9 quarters.
Tradewinds Capital Management's Simon Property Group position peaked at $684K in Q2 2020.
938 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Tradewinds Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.