AFCM
Applied Finance Capital Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $921K | Buy |
5,726
+218
| +4% | +$35K | 0.06% | 129 |
|
|
2025
Q1 | $915K | Buy |
5,508
+130
| +2% | +$21.6K | 0.07% | 122 |
|
|
2024
Q4 | $926K | Sell |
5,378
-306
| -5% | -$52.7K | 0.04% | 123 |
|
|
2024
Q3 | $961K | Buy |
5,684
+512
| +10% | +$86.5K | 0.04% | 122 |
|
|
2024
Q2 | $785K | Buy |
+5,172
| New | +$785K | 0.04% | 122 |
|