Ownership history in Hazelview Securities Inc. Β· 20 quarters on record
This page tracks every 13F SEC filing in which Hazelview Securities Inc. reported a position in SIMON PPTY GROUP INC NEW (SPG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Hazelview Securities Inc. underperformed the S&P 500 by β7.4% annually on this SPG position. Timing score: 42% (8/19 decisions correct). Average cost basis: $122.44. Maximum drawdown during holding period: β19.3%.
β Significantly underperformed the S&P 500 by 7.4% ann.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 19 add/trim decisions correct
Best entry: $99.99 (2021 Q2) Β· Worst: $183.27 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 9 trims. Bought during 5 of 10 down-price quarters. π More buys than sells across the holding period.
π Hazelview Securities Inc. has been actively increasing its SPG allocation β a bullish signal from insiders.
Currently 6.1% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size