Ziegler Capital Management’s Simon Property Group SPG Stock Holding History

Ziegler Capital 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
2022 Q4	–	Sell	-53,487	Closed	-$4.8M	–	415
2022 Q3	$4.8M	Sell	53,487 -2,170	-4%	-$222K	0.21%	158
2022 Q2	$5.28M	Sell	55,657 -2,855	-5%	-$327K	0.22%	159
2022 Q1	$7.7M	Buy	58,512 +57,039	+3,872%	+$8.13M	0.33%	117
2021 Q4	$235K	Buy	+1,473	New	+$225K	0.01%	409
2021 Q3	–	Sell	-1,623	Closed	-$212K	–	446
2021 Q2	$212K	Buy	+1,623	New	+$202K	0.01%	428
2013 Q3	$954K	Hold	6,843	–	–	0.08%	238
2013 Q2	$1.02M	Buy	+6,843	New	+$1.1M	0.11%	233

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

Ziegler Capital Management's SPG Position: Q4 2022 in Review

Ziegler Capital Management sold out of Simon Property Group (SPG) in Q4 2022, closing a stake of 53,487 shares — an estimated $4.8M sold.

Ziegler Capital Management first reported a position in SPG in Q2 2013 and held it in 7 quarters. The position peaked at $7.7M in Q1 2022. 995 funds tracked by Wall St. Rank hold SPG as of Q4 2022.

Ziegler Capital Management reported no remaining Simon Property Group position as of Q4 2022 after selling out during the quarter.
Ziegler Capital Management sold 53,487 Simon Property Group shares in Q4 2022, an estimated $4.8M.
Ziegler Capital Management first reported a position in Simon Property Group in Q2 2013 and held it in 7 quarters.
Ziegler Capital Management's Simon Property Group position peaked at $7.7M in Q1 2022.
995 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2022.

Based on Ziegler Capital Management's 13F filing for Q4 2022, filed 24 Jan 2023.