Wipfli Financial Advisors’s Simon Property Group SPG Stock Holding History

Wipfli Financial 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
2022 Q3	$213K	Buy	+2,376	New	+$243K	0.02%	431

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Wipfli Financial Advisors's SPG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Simon Property Group (SPG) in Q3 2022: 2,376 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #431 among its holdings.

919 funds tracked by Wall St. Rank hold SPG as of Q3 2022.

Wipfli Financial Advisors held 2,376 shares of Simon Property Group worth $213K as of Q3 2022.
Simon Property Group was a new Wipfli Financial Advisors position in Q3 2022.
Simon Property Group made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #431 holding.
919 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.