AAM
Advisors Asset Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
21,929
+757
| +4% | +$122K | 0.06% | 418 |
|
|
2025
Q1 | $3.52M | Sell |
21,172
-475
| -2% | -$78.9K | 0.07% | 402 |
|
|
2024
Q4 | $3.73M | Buy |
21,647
+3,773
| +21% | +$650K | 0.07% | 377 |
|
|
2024
Q3 | $3.02M | Buy |
17,874
+1,387
| +8% | +$234K | 0.06% | 445 |
|
|
2024
Q2 | $2.5M | Buy |
16,487
+377
| +2% | +$57.2K | 0.05% | 474 |
|
|
2024
Q1 | $2.52M | Buy |
16,110
+2,148
| +15% | +$336K | 0.05% | 477 |
|
|
2023
Q4 | $1.99M | Sell |
13,962
-891
| -6% | -$127K | 0.04% | 532 |
|
|
2023
Q3 | $1.6M | Sell |
14,853
-2,128
| -13% | -$230K | 0.03% | 575 |
|
|
2023
Q2 | $1.96M | Buy |
16,981
+543
| +3% | +$62.7K | 0.04% | 514 |
|
|
2023
Q1 | $1.84M | Buy |
16,438
+4,880
| +42% | +$546K | 0.04% | 544 |
|
|
2022
Q4 | $1.36M | Buy |
11,558
+396
| +4% | +$46.5K | 0.03% | 620 |
|
|
2022
Q3 | $1M | Sell |
11,162
-3,244
| -23% | -$291K | 0.02% | 724 |
|
|
2022
Q2 | $1.37M | Sell |
14,406
-9,832
| -41% | -$933K | 0.03% | 643 |
|
|
2022
Q1 | $3.19M | Sell |
24,238
-3,246
| -12% | -$427K | 0.05% | 426 |
|
|
2021
Q4 | $4.39M | Sell |
27,484
-528
| -2% | -$84.4K | 0.06% | 340 |
|
|
2021
Q3 | $3.64M | Sell |
28,012
-3,135
| -10% | -$407K | 0.06% | 374 |
|
|
2021
Q2 | $4.06M | Sell |
31,147
-15,597
| -33% | -$2.04M | 0.06% | 323 |
|
|
2021
Q1 | $5.32M | Sell |
46,744
-11,011
| -19% | -$1.25M | 0.08% | 236 |
|
|
2020
Q4 | $4.93M | Sell |
57,755
-13,281
| -19% | -$1.13M | 0.08% | 243 |
|
|
2020
Q3 | $4.6M | Sell |
71,036
-8,671
| -11% | -$561K | 0.09% | 222 |
|
|
2020
Q2 | $5.45M | Buy |
79,707
+690
| +0.9% | +$47.2K | 0.11% | 185 |
|
|
2020
Q1 | $4.34M | Buy |
79,017
+11,312
| +17% | +$621K | 0.1% | 196 |
|
|
2019
Q4 | $10.1M | Buy |
67,705
+11,337
| +20% | +$1.69M | 0.18% | 132 |
|
|
2019
Q3 | $8.77M | Buy |
56,368
+13,921
| +33% | +$2.17M | 0.16% | 151 |
|
|
2019
Q2 | $6.78M | Buy |
42,447
+12,321
| +41% | +$1.97M | 0.12% | 205 |
|
|
2019
Q1 | $5.49M | Buy |
30,126
+11,883
| +65% | +$2.17M | 0.1% | 236 |
|
|
2018
Q4 | $3.07M | Buy |
18,243
+6,751
| +59% | +$1.13M | 0.06% | 358 |
|
|
2018
Q3 | $2.03M | Buy |
11,492
+1,079
| +10% | +$191K | 0.03% | 603 |
|
|
2018
Q2 | $1.77M | Sell |
10,413
-128
| -1% | -$21.8K | 0.03% | 636 |
|
|
2018
Q1 | $1.62M | Sell |
10,541
-968
| -8% | -$149K | 0.03% | 666 |
|
|
2017
Q4 | $1.98M | Sell |
11,509
-1,942
| -14% | -$334K | 0.03% | 619 |
|
|
2017
Q3 | $2.17M | Sell |
13,451
-4,431
| -25% | -$714K | 0.04% | 587 |
|
|
2017
Q2 | $2.89M | Sell |
17,882
-7,788
| -30% | -$1.26M | 0.05% | 495 |
|
|
2017
Q1 | $4.42M | Sell |
25,670
-11,040
| -30% | -$1.9M | 0.07% | 368 |
|
|
2016
Q4 | $6.52M | Sell |
36,710
-5,358
| -13% | -$952K | 0.11% | 268 |
|
|
2016
Q3 | $8.71M | Sell |
42,068
-5,131
| -11% | -$1.06M | 0.14% | 211 |
|
|
2016
Q2 | $10.2M | Sell |
47,199
-7,384
| -14% | -$1.6M | 0.17% | 171 |
|
|
2016
Q1 | $11.3M | Sell |
54,583
-5,199
| -9% | -$1.08M | 0.19% | 143 |
|
|
2015
Q4 | $11.6M | Sell |
59,782
-7,965
| -12% | -$1.55M | 0.18% | 145 |
|
|
2015
Q3 | $12.4M | Sell |
67,747
-6,768
| -9% | -$1.24M | 0.2% | 133 |
|
|
2015
Q2 | $12.9M | Sell |
74,515
-9,882
| -12% | -$1.71M | 0.18% | 155 |
|
|
2015
Q1 | $16.5M | Sell |
84,397
-12,152
| -13% | -$2.38M | 0.22% | 116 |
|
|
2014
Q4 | $17.6M | Buy |
96,549
+5,955
| +7% | +$1.08M | 0.24% | 113 |
|
|
2014
Q3 | $14.9M | Buy |
90,594
+7,952
| +10% | +$1.31M | 0.21% | 141 |
|
|
2014
Q2 | $13.7M | Sell |
82,642
-1,206
| -1% | -$201K | 0.19% | 146 |
|
|
2014
Q1 | $12.9M | Buy |
83,848
+1,150
| +1% | +$177K | 0.2% | 138 |
|
|
2013
Q4 | $11.8M | Buy |
82,698
+599
| +0.7% | +$85.7K | 0.19% | 146 |
|
|
2013
Q3 | $11.4M | Buy |
82,099
+8,967
| +12% | +$1.25M | 0.2% | 147 |
|
|
2013
Q2 | $10.9M | Buy |
+73,132
| New | +$10.9M | 0.21% | 149 |
|