Arete Wealth Advisors’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 | – | Sell |
-3,034
| Closed | -$562K | – | 682 |
|
|
2025
Q4 | $562K | Sell |
3,034
-25
| -0.8% | -$4.54K | 0.03% | 404 |
|
|
2025
Q3 | $573K | Buy |
3,059
+144
| +5% | +$24.9K | 0.04% | 397 |
|
|
2025
Q2 | $469K | Buy |
2,915
+67
| +2% | +$10.6K | 0.03% | 426 |
|
|
2025
Q1 | $474K | Sell |
2,848
-8
| -0.3% | -$1.4K | 0.04% | 405 |
|
|
2024
Q4 | $492K | Sell |
2,856
-476
| -14% | -$83.5K | 0.04% | 414 |
|
|
2024
Q3 | $562K | Buy |
+3,332
| New | +$528K | 0.05% | 344 |
|
|
2024
Q1 | – | Sell |
-3,692
| Closed | -$528K | – | 680 |
|
|
2023
Q4 | $528K | Buy |
+3,692
| New | +$446K | 0.04% | 387 |
|
|
2023
Q3 | – | Sell |
-6,431
| Closed | -$743K | – | 679 |
|
|
2023
Q2 | $743K | Buy |
6,431
+1,203
| +23% | +$131K | 0.07% | 277 |
|
|
2023
Q1 | $585K | Buy |
5,228
+1,812
| +53% | +$216K | 0.05% | 312 |
|
|
2022
Q4 | $401M | Buy |
+3,416
| New | +$380K | 0.04% | 373 |
|
|
2022
Q2 | – | Sell |
-2,290
| Closed | -$301K | – | 553 |
|
|
2022
Q1 | $301K | Buy |
2,290
+147
| +7% | +$20.9K | 0.03% | 376 |
|
|
2021
Q4 | $343K | Buy |
2,143
+286
| +15% | +$43.7K | 0.03% | 362 |
|
|
2021
Q3 | $241K | Buy |
+1,857
| New | +$242K | 0.03% | 367 |
|
|
2021
Q2 | – | Sell |
-2,060
| Closed | -$234K | – | 429 |
|
|
2021
Q1 | $234K | Sell |
2,060
-486
| -19% | -$50.7K | 0.03% | 358 |
|
|
2020
Q4 | $212K | Buy |
+2,546
| New | +$194K | 0.03% | 371 |
|
|
2019
Q4 | – | Sell |
-1,379
| Closed | -$215K | – | 426 |
|
|
2019
Q3 | $215K | Buy |
+1,379
| New | +$214K | 0.04% | 358 |
|
Other funds holding SPG
VPM
VCM
