Willingdon Wealth Management’s Simon Property Group SPG Stock Holding History

Willingdon Wealth 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
2020 Q1	$3K	Hold	46	–	–	﹤0.01%	253
2019 Q4	$7K	Hold	46	–	–	﹤0.01%	264
2019 Q3	$7K	Hold	46	–	–	﹤0.01%	258
2019 Q2	$7K	Hold	46	–	–	﹤0.01%	252
2019 Q1	$8K	Hold	46	–	–	﹤0.01%	254
2018 Q4	$8K	Hold	46	–	–	﹤0.01%	277
2018 Q3	$8K	Hold	46	–	–	﹤0.01%	305
2018 Q2	$8K	Hold	46	–	–	﹤0.01%	274
2018 Q1	$7K	Hold	46	–	–	﹤0.01%	289
2017 Q4	$8K	Hold	46	–	–	﹤0.01%	257
2017 Q3	$7K	Buy	+46	New	+$7.35K	﹤0.01%	245

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Willingdon Wealth Management's SPG Position: Q1 2020 in Review

Willingdon Wealth Management held its Simon Property Group (SPG) position steady in Q1 2020 at 46 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Willingdon Wealth Management first reported a position in SPG in Q3 2017 and has held it in 11 quarters since. The position peaked at $8K in Q1 2019. 663 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

Willingdon Wealth Management held 46 shares of Simon Property Group worth $3K as of Q1 2020.
Willingdon Wealth Management left its Simon Property Group share count unchanged in Q1 2020.
Simon Property Group made up ﹤0.01% of Willingdon Wealth Management's portfolio in Q1 2020, its #253 holding.
Willingdon Wealth Management first reported a position in Simon Property Group in Q3 2017 and has held it in 11 quarters since.
Willingdon Wealth Management's Simon Property Group position peaked at $8K in Q1 2019.
663 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.