XK
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Xact Kapitalforvaltning’s Simon Property Group SPG Stock Holding History

Xact Kapitalforvaltning’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 		$3.47M Sell
63,327
-2,706
-4% -$324K 0.07% 229
2019
Q4 		$9.84M Buy
66,033
+2,231
+3% +$334K 0.17% 123
2019
Q3 		$9.93M Buy
63,802
+5,167
+9% +$804K 0.19% 107
2019
Q2 		$9.37M Buy
58,635
+2,871
+5% +$494K 0.19% 100
2019
Q1 		$10.2M Buy
55,764
+5,694
+11% +$1.01M 0.23% 83
2018
Q4 		$8.41M Buy
50,070
+249
+0.5% +$44.5K 0.22% 86
2018
Q3 		$8.81M Sell
49,821
-7,522
-13% -$1.33M 0.19% 105
2018
Q2 		$9.76M Buy
57,343
+4,146
+8% +$660K 0.21% 97
2018
Q1 		$8.21M Buy
53,197
+5,089
+11% +$809K 0.19% 111
2017
Q4 		$8.26M Buy
48,108
+3,431
+8% +$557K 0.2% 110
2017
Q3 		$7.19M Buy
44,677
+137
+0.3% +$21.9K 0.21% 113
2017
Q2 		$7.21M Buy
44,540
+769
+2% +$125K 0.22% 106
2017
Q1 		$7.53M Buy
43,771
+1,290
+3% +$230K 0.23% 100
2016
Q4 		$7.55M Buy
42,481
+2,976
+8% +$553K 0.26% 86
2016
Q3 		$8.18M Buy
+39,505
New +$8.57M 0.29% 74

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Xact Kapitalforvaltning's SPG Position: Q1 2020 in Review

Xact Kapitalforvaltning reduced its Simon Property Group (SPG) stake by 4.1% in Q1 2020, selling an estimated $324K and leaving 63,327 shares worth $3.47M. The position accounts for 0.07% of the portfolio, ranked #229.

Xact Kapitalforvaltning first reported a position in SPG in Q3 2016 and has held it in 15 quarters since. The position peaked at $10.2M in Q1 2019. 664 funds tracked by Wall St. Rank hold SPG as of Q1 2020.

  • Xact Kapitalforvaltning held 63,327 shares of Simon Property Group worth $3.47M as of Q1 2020.
  • Xact Kapitalforvaltning sold 2,706 Simon Property Group shares in Q1 2020, an estimated $324K.
  • Simon Property Group made up 0.07% of Xact Kapitalforvaltning's portfolio in Q1 2020, its #229 holding.
  • Xact Kapitalforvaltning first reported a position in Simon Property Group in Q3 2016 and has held it in 15 quarters since.
  • Xact Kapitalforvaltning's Simon Property Group position peaked at $10.2M in Q1 2019.
  • 664 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2020.

Based on Xact Kapitalforvaltning's 13F filing for Q1 2020, filed 14 May 2020.