Atria Investments’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 | $3.91M | Sell |
20,977
-681
| -3% | -$130K | 0.04% | 442 |
|
|
2025
Q4 | $4.01M | Sell |
21,658
-1,177
| -5% | -$214K | 0.05% | 452 |
|
|
2025
Q3 | $4.29M | Sell |
22,835
-1,741
| -7% | -$301K | 0.05% | 442 |
|
|
2025
Q2 | $3.95M | Sell |
24,576
-620
| -2% | -$98K | 0.05% | 461 |
|
|
2025
Q1 | $4.18M | Buy |
25,196
+1,145
| +5% | +$200K | 0.05% | 424 |
|
|
2024
Q4 | $4.14M | Sell |
24,051
-1,860
| -7% | -$326K | 0.05% | 413 |
|
|
2024
Q3 | $4.38M | Sell |
25,911
-1,412
| -5% | -$224K | 0.05% | 400 |
|
|
2024
Q2 | $4.15M | Sell |
27,323
-328
| -1% | -$48.3K | 0.05% | 400 |
|
|
2024
Q1 | $4.33M | Buy |
27,651
+1,554
| +6% | +$228K | 0.06% | 380 |
|
|
2023
Q4 | $3.72M | Buy |
26,097
+1,791
| +7% | +$216K | 0.06% | 377 |
|
|
2023
Q3 | $2.63M | Buy |
24,306
+14,039
| +137% | +$1.64M | 0.05% | 471 |
|
|
2023
Q2 | $1.19M | Buy |
10,267
+275
| +3% | +$30K | 0.02% | 768 |
|
|
2023
Q1 | $1.12M | Buy |
9,992
+1,224
| +14% | +$146K | 0.02% | 762 |
|
|
2022
Q4 | $1.03M | Buy |
+8,768
| New | +$974K | 0.02% | 752 |
|
|
2022
Q3 | – | Sell |
-13,264
| Closed | -$1.26M | – | 788 |
|
|
2022
Q2 | $1.26M | Buy |
13,264
+4,825
| +57% | +$553K | 0.03% | 660 |
|
|
2022
Q1 | $1.11M | Buy |
+8,439
| New | +$1.2M | 0.02% | 808 |
|
|
2020
Q1 | – | Sell |
-3,653
| Closed | -$544K | – | 1104 |
|
|
2019
Q4 | $544K | Buy |
3,653
+2,072
| +131% | +$311K | 0.01% | 757 |
|
|
2019
Q3 | $246K | Buy |
1,581
+51
| +3% | +$7.93K | 0.01% | 783 |
|
|
2019
Q2 | $233K | Buy |
1,530
+253
| +20% | +$43.6K | 0.01% | 840 |
|
|
2019
Q1 | $233K | Sell |
1,277
-801
| -39% | -$142K | 0.01% | 808 |
|
|
2018
Q4 | $349K | Buy |
2,078
+177
| +9% | +$31.6K | 0.02% | 612 |
|
|
2018
Q3 | $336K | Buy |
1,901
+255
| +15% | +$45.1K | 0.01% | 734 |
|
|
2018
Q2 | $280K | Sell |
1,646
-107
| -6% | -$17K | 0.01% | 761 |
|
|
2018
Q1 | $271K | Buy |
1,753
+94
| +6% | +$15K | 0.01% | 713 |
|
|
2017
Q4 | $285K | Sell |
1,659
-159
| -9% | -$25.8K | 0.01% | 672 |
|
|
2017
Q3 | $293K | Buy |
1,818
+113
| +7% | +$18K | 0.02% | 614 |
|
|
2017
Q2 | $276K | Sell |
1,705
-488
| -22% | -$79.4K | 0.02% | 592 |
|
|
2017
Q1 | $377K | Buy |
2,193
+741
| +51% | +$132K | 0.02% | 456 |
|
|
2016
Q4 | $258K | Buy |
1,452
+151
| +12% | +$28K | 0.02% | 519 |
|
|
2016
Q3 | $269K | Buy |
+1,301
| New | +$282K | 0.02% | 433 |
|
Other funds holding SPG
VPM
VCM
