WealthSource Partners’s Simon Property Group SPG Stock Holding History

WealthSource Partners’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 Q4	$299K	Buy	2,093 +44	+2%	+$5.32K	0.02%	417
2023 Q3	$221K	Buy	2,049 +17	+0.8%	+$1.99K	0.02%	457
2023 Q2	$235K	Sell	2,032 -176	-8%	-$19.2K	0.02%	453
2023 Q1	$247K	Sell	2,208 -17	-0.8%	-$2.03K	0.02%	442
2022 Q4	$261K	Buy	+2,225	New	+$247K	0.02%	422

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthSource Partners's SPG Position: Q4 2023 in Review

WealthSource Partners increased its Simon Property Group (SPG) stake by 2.1% in Q4 2023, buying an estimated $5.32K and bringing the position to 2,093 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #417.

WealthSource Partners first reported a position in SPG in Q4 2022 and has held it in 5 quarters since. 1,054 funds tracked by Wall St. Rank hold SPG as of Q4 2023.

WealthSource Partners held 2,093 shares of Simon Property Group worth $299K as of Q4 2023.
WealthSource Partners bought 44 Simon Property Group shares in Q4 2023, an estimated $5.32K.
Simon Property Group made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #417 holding.
WealthSource Partners first reported a position in Simon Property Group in Q4 2022 and has held it in 5 quarters since.
1,054 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.