Zeke Capital Advisors’s Simon Property Group SPG Stock Holding History

Zeke Capital 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 Q4	$248K	Buy	+2,108	New	+$234K	0.02%	385
2022 Q3	–	Sell	-2,108	Closed	-$200K	–	495
2022 Q2	$200K	Sell	2,108 -10	-0.5%	-$1.15K	0.01%	449
2022 Q1	$279K	Buy	+2,118	New	+$302K	0.01%	389
2020 Q1	–	Sell	-2,323	Closed	-$346K	–	466
2019 Q4	$346K	Sell	2,323 -3,858	-62%	-$578K	0.03%	444
2019 Q3	$962K	Sell	6,181 -2,112	-25%	-$328K	0.09%	198
2019 Q2	$1.32M	Buy	8,293 +133	+2%	+$22.9K	0.12%	143
2019 Q1	$1.49M	Buy	8,160 +129	+2%	+$22.9K	0.14%	129
2018 Q4	$1.35M	Sell	8,031 -2,728	-25%	-$488K	0.13%	147
2018 Q3	$1.9M	Sell	10,759 -3	-0%	-$531	0.16%	104
2018 Q2	$1.83M	Buy	10,762 +5,775	+116%	+$919K	0.17%	100
2018 Q1	$770K	Buy	4,987 +1,115	+29%	+$177K	0.07%	243
2017 Q4	$665K	Sell	3,872 -1,220	-24%	-$198K	0.07%	230
2017 Q3	$820K	Buy	5,092 +3,332	+189%	+$532K	0.11%	146
2017 Q2	$285K	Buy	+1,760	New	+$287K	0.06%	212
2017 Q1	–	Sell	-1,615	Closed	-$287K	–	274
2016 Q4	$287K	Buy	+1,615	New	+$300K	0.08%	142

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Zeke Capital Advisors's SPG Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in Simon Property Group (SPG) in Q4 2022: 2,108 shares worth $248K. The stake represents 0.02% of the portfolio and ranks #385 among its holdings. This is a return to the name: Zeke Capital Advisors previously reported a position in SPG as recently as Q2 2022.

Zeke Capital Advisors first reported a position in SPG in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.9M in Q3 2018. 995 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

Zeke Capital Advisors held 2,108 shares of Simon Property Group worth $248K as of Q4 2022.
Simon Property Group was a new Zeke Capital Advisors position in Q4 2022.
Simon Property Group made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #385 holding.
Zeke Capital Advisors first reported a position in Simon Property Group in Q4 2016 and has held it in 15 quarters since.
Zeke Capital Advisors's Simon Property Group position peaked at $1.9M in Q3 2018.
995 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.