Transcend Capital Advisors’s Simon Property Group SPG Stock Holding History

Transcend Capital 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
2024 Q1	–	Sell	-8,227	Closed	-$1.17M	–	550
2023 Q4	$1.17M	Sell	8,227 -1,380	-14%	-$167K	0.1%	197
2023 Q3	$1.04M	Buy	9,607 +495	+5%	+$58K	0.1%	201
2023 Q2	$1.05M	Sell	9,112 -203	-2%	-$22.1K	0.1%	206
2023 Q1	$1.04M	Buy	+9,315	New	+$1.11M	0.11%	194

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Transcend Capital Advisors's SPG Position: Q1 2024 in Review

Transcend Capital Advisors sold out of Simon Property Group (SPG) in Q1 2024, closing a stake of 8,227 shares — an estimated $1.17M sold.

Transcend Capital Advisors first reported a position in SPG in Q1 2023 and held it in 4 quarters. The position peaked at $1.17M in Q4 2023. 1,081 funds tracked by Wall St. Rank hold SPG as of Q1 2024.

Transcend Capital Advisors reported no remaining Simon Property Group position as of Q1 2024 after selling out during the quarter.
Transcend Capital Advisors sold 8,227 Simon Property Group shares in Q1 2024, an estimated $1.17M.
Transcend Capital Advisors first reported a position in Simon Property Group in Q1 2023 and held it in 4 quarters.
Transcend Capital Advisors's Simon Property Group position peaked at $1.17M in Q4 2023.
1,081 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2024.

Based on Transcend Capital Advisors's 13F filing for Q1 2024, filed 3 May 2024.