American Investment Services’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $495K | Hold |
2,656
| – | – | 0.11% | 99 |
|
|
2025
Q4 | $492K | Hold |
2,656
| – | – | 0.11% | 97 |
|
|
2025
Q3 | $498K | Sell |
2,656
-287
| -10% | -$49.5K | 0.12% | 95 |
|
|
2025
Q2 | $473K | Hold |
2,943
| – | – | 0.12% | 93 |
|
|
2025
Q1 | $489K | Sell |
2,943
-260
| -8% | -$45.4K | 0.09% | 106 |
|
|
2024
Q4 | $552K | Hold |
3,203
| – | – | 0.1% | 104 |
|
|
2024
Q3 | $541K | Hold |
3,203
| – | – | 0.09% | 104 |
|
|
2024
Q2 | $486K | Sell |
3,203
-527
| -14% | -$77.6K | 0.09% | 107 |
|
|
2024
Q1 | $584K | Hold |
3,730
| – | – | 0.1% | 100 |
|
|
2023
Q4 | $532K | Hold |
3,730
| – | – | 0.1% | 101 |
|
|
2023
Q3 | $403K | Buy |
3,730
+325
| +10% | +$38.1K | 0.09% | 104 |
|
|
2023
Q2 | $393K | Hold |
3,405
| – | – | 0.08% | 108 |
|
|
2023
Q1 | $400K | Hold |
3,405
| – | – | 0.08% | 103 |
|
|
2022
Q4 | $400K | Hold |
3,405
| – | – | 0.08% | 103 |
|
|
2022
Q3 | $306K | Sell |
3,405
-319
| -9% | -$32.6K | 0.07% | 103 |
|
|
2022
Q2 | $353K | Hold |
3,724
| – | – | 0.08% | 97 |
|
|
2022
Q1 | $490K | Sell |
3,724
-317
| -8% | -$45.2K | 0.11% | 81 |
|
|
2021
Q4 | $646K | Hold |
4,041
| – | – | 0.14% | 79 |
|
|
2021
Q3 | $525K | Sell |
4,041
-8
| -0.2% | -$1.04K | 0.12% | 82 |
|
|
2021
Q2 | $528K | Sell |
4,049
-729
| -15% | -$90.6K | 0.12% | 81 |
|
|
2021
Q1 | $544K | Sell |
4,778
-1,317
| -22% | -$137K | 0.15% | 75 |
|
|
2020
Q4 | $520K | Hold |
6,095
| – | – | 0.16% | 72 |
|
|
2020
Q3 | $394K | Hold |
6,095
| – | – | 0.13% | 105 |
|
|
2020
Q2 | $417K | Buy |
6,095
+86
| +1% | +$5.39K | 0.15% | 99 |
|
|
2020
Q1 | $330K | Hold |
6,009
| – | – | 0.13% | 106 |
|
|
2019
Q4 | $895K | Sell |
6,009
-36
| -0.6% | -$5.4K | 0.27% | 62 |
|
|
2019
Q3 | $941K | Buy |
6,045
+1,354
| +29% | +$211K | 0.3% | 60 |
|
|
2019
Q2 | $749K | Hold |
4,691
| – | – | 0.24% | 73 |
|
|
2019
Q1 | $855K | Hold |
4,691
| – | – | 0.27% | 54 |
|
|
2018
Q4 | $788K | Sell |
4,691
-1,345
| -22% | -$240K | 0.28% | 59 |
|
|
2018
Q3 | $1.07M | Hold |
6,036
| – | – | 0.36% | 44 |
|
|
2018
Q2 | $1.03M | Hold |
6,036
| – | – | 0.35% | 51 |
|
|
2018
Q1 | $932K | Hold |
6,036
| – | – | 0.33% | 57 |
|
|
2017
Q4 | $1.04M | Sell |
6,036
-1,936
| -24% | -$314K | 0.38% | 49 |
|
|
2017
Q3 | $1.12M | Hold |
7,972
| – | – | 0.43% | 43 |
|
|
2017
Q2 | $1.14M | Buy |
7,972
+383
| +5% | +$62.4K | 0.45% | 41 |
|
|
2017
Q1 | $1.13M | Hold |
7,589
| – | – | 0.46% | 37 |
|
|
2016
Q4 | $1.16M | Sell |
7,589
-173
| -2% | -$32.1K | 0.48% | 35 |
|
|
2016
Q3 | $1.33M | Hold |
7,762
| – | – | 0.55% | 31 |
|
|
2016
Q2 | $1.38M | Sell |
7,762
-312
| -4% | -$63.7K | 0.6% | 28 |
|
|
2016
Q1 | $1.34M | Hold |
8,074
| – | – | 0.66% | 23 |
|
|
2015
Q4 | $1.33M | Buy |
8,074
+1,265
| +19% | +$245K | 0.72% | 20 |
|
|
2015
Q3 | $1.07M | Hold |
6,809
| – | – | 0.59% | 29 |
|
|
2015
Q2 | $1.02M | Buy |
6,809
+110
| +2% | +$20.2K | 0.55% | 31 |
|
|
2015
Q1 | $1.15M | Hold |
6,699
| – | – | 0.62% | 29 |
|
|
2014
Q4 | $1.07M | Buy |
6,699
+131
| +2% | +$23.2K | 0.58% | 34 |
|
|
2014
Q3 | $928K | Hold |
6,568
| – | – | 0.51% | 37 |
|
|
2014
Q2 | $955K | Buy |
6,568
+2,589
| +65% | +$423K | 0.52% | 41 |
|
|
2014
Q1 | $614K | Sell |
3,979
-2,321
| -37% | -$346K | 0.35% | 34 |
|
|
2013
Q4 | $772K | Buy |
6,300
+2,321
| +58% | +$334K | 0.46% | 29 |
|
|
2013
Q3 | $555K | Buy |
3,979
+294
| +8% | +$42.7K | 0.35% | 34 |
|
|
2013
Q2 | $548K | Buy |
+3,685
| New | +$591K | 0.34% | 44 |
|
Other funds holding SPG
VPM
VCM
