Advisors Capital Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.54M | Sell |
53,095
-67,958
| -56% | -$10.9M | 0.12% | 163 |
|
|
2025
Q1 | $20.1M | Sell |
121,053
-1,922
| -2% | -$319K | 0.31% | 102 |
|
|
2024
Q4 | $21.2M | Sell |
122,975
-10,611
| -8% | -$1.83M | 0.33% | 95 |
|
|
2024
Q3 | $22.6M | Buy |
133,586
+1,562
| +1% | +$264K | 0.37% | 87 |
|
|
2024
Q2 | $20M | Buy |
132,024
+2,842
| +2% | +$431K | 0.35% | 88 |
|
|
2024
Q1 | $20.2M | Sell |
129,182
-3,520
| -3% | -$551K | 0.37% | 84 |
|
|
2023
Q4 | $18.9M | Sell |
132,702
-11,966
| -8% | -$1.71M | 0.39% | 88 |
|
|
2023
Q3 | $15.6M | Buy |
144,668
+4,774
| +3% | +$516K | 0.4% | 87 |
|
|
2023
Q2 | $16.2M | Buy |
139,894
+2,167
| +2% | +$250K | 0.39% | 92 |
|
|
2023
Q1 | $15.4M | Buy |
137,727
+3,704
| +3% | +$415K | 0.4% | 87 |
|
|
2022
Q4 | $15.7M | Buy |
134,023
+1,233
| +0.9% | +$145K | 0.43% | 73 |
|
|
2022
Q3 | $15.6M | Buy |
132,790
+9,787
| +8% | +$1.15M | 0.42% | 76 |
|
|
2022
Q2 | $11.7M | Buy |
123,003
+15,406
| +14% | +$1.46M | 0.36% | 88 |
|
|
2022
Q1 | $14.2M | Buy |
107,597
+137
| +0.1% | +$18K | 0.39% | 79 |
|
|
2021
Q4 | $17.2M | Sell |
107,460
-3,312
| -3% | -$529K | 0.47% | 74 |
|
|
2021
Q3 | $14.4M | Buy |
110,772
+4,047
| +4% | +$526K | 0.44% | 80 |
|
|
2021
Q2 | $13.9M | Sell |
106,725
-460
| -0.4% | -$60K | 0.44% | 81 |
|
|
2021
Q1 | $12.2M | Buy |
+107,185
| New | +$12.2M | 0.43% | 76 |
|