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Wealthspire Advisors (Maryland)’s Simon Property Group SPG Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$249K Buy
+3,856
New +$253K 0.01% 391
2019
Q2 		– Sell
-1,126
Closed -$205K – 1784
2019
Q1 		$205K Buy
1,126
+3
+0.3% +$533 0.02% 428
2018
Q4 		$189K Buy
1,123
+20
+2% +$3.58K 0.02% 412
2018
Q3 		$195K Sell
1,103
-19
-2% -$3.36K 0.02% 467
2018
Q2 		$191K Sell
1,122
-52
-4% -$8.27K 0.02% 479
2018
Q1 		$181K Sell
1,174
-104
-8% -$16.5K 0.02% 509
2017
Q4 		$219K Buy
1,278
+583
+84% +$94.7K 0.02% 451
2017
Q3 		$112K Sell
695
-92
-12% -$14.7K 0.01% 664
2017
Q2 		$127K Buy
787
+169
+27% +$27.5K 0.02% 596
2017
Q1 		$106K Sell
618
-85
-12% -$15.2K 0.02% 581
2016
Q4 		$125K Sell
703
-270
-28% -$50.1K 0.02% 503
2016
Q3 		$201K Buy
973
+532
+121% +$115K 0.03% 378
2016
Q2 		$96K Sell
441
-613
-58% -$125K 0.02% 541
2016
Q1 		$219K Buy
1,054
+109
+12% +$20.9K 0.04% 341
2015
Q4 		$184K Buy
+945
New +$183K 0.03% 381

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SPG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Simon Property Group (SPG) in Q3 2020: 3,856 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #391 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in SPG as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in SPG in Q4 2015 and has held it in 15 quarters since. 671 funds tracked by Wall St. Rank hold SPG as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,856 shares of Simon Property Group worth $249K as of Q3 2020.
  • Simon Property Group was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Simon Property Group made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #391 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Simon Property Group in Q4 2015 and has held it in 15 quarters since.
  • 671 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.