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Warther Private Wealth’s Simon Property Group SPG Stock Holding History

Warther Private Wealth’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
-1,659
Closed -$221K – 130
2022
Q1 		$221K Sell
1,659
-137
-8% -$19.5K 0.14% 124
2021
Q4 		$288K Buy
1,796
+72
+4% +$11K 0.21% 98
2021
Q3 		$230K Sell
1,724
-132
-7% -$17.2K 0.21% 108
2021
Q2 		$244K Buy
+1,856
New +$231K 0.24% 97

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Warther Private Wealth's SPG Position: Q2 2022 in Review

Warther Private Wealth sold out of Simon Property Group (SPG) in Q2 2022, closing a stake of 1,659 shares — an estimated $221K sold.

Warther Private Wealth first reported a position in SPG in Q2 2021 and held it in 4 quarters. The position peaked at $288K in Q4 2021. 938 funds tracked by Wall St. Rank hold SPG as of Q2 2022.

  • Warther Private Wealth reported no remaining Simon Property Group position as of Q2 2022 after selling out during the quarter.
  • Warther Private Wealth sold 1,659 Simon Property Group shares in Q2 2022, an estimated $221K.
  • Warther Private Wealth first reported a position in Simon Property Group in Q2 2021 and held it in 4 quarters.
  • Warther Private Wealth's Simon Property Group position peaked at $288K in Q4 2021.
  • 938 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2022.

Based on Warther Private Wealth's 13F filing for Q2 2022, filed 30 Dec 2022.