AC
SPG icon

Avestar Capital’s Simon Property Group SPG Stock Holding History

Avestar Capital’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,123
Closed -$341K – 524
2025
Q2 		$341K Sell
2,123
-367
-15% -$58K 0.02% 373
2025
Q1 		$414K Sell
2,490
-405
-14% -$70.8K 0.04% 318
2024
Q4 		$499K Buy
2,895
+247
+9% +$43.4K 0.04% 294
2024
Q3 		$448K Buy
2,648
+71
+3% +$11.2K 0.05% 272
2024
Q2 		$391K Buy
2,577
+395
+18% +$58.2K 0.04% 286
2024
Q1 		$346K Buy
2,182
+440
+25% +$64.5K 0.04% 312
2023
Q4 		$248K Buy
+1,742
New +$211K 0.03% 326
2022
Q2 		– Sell
-1,658
Closed -$218K – 389
2022
Q1 		$218K Buy
1,658
+52
+3% +$7.41K 0.03% 365
2021
Q4 		$257K Hold
1,606
– – 0.03% 384
2021
Q3 		$209K Hold
1,606
– – 0.03% 428
2021
Q2 		$210K Buy
+1,606
New +$200K 0.03% 417
2019
Q3 		– Sell
-197
Closed -$28K – 732
2019
Q2 		$28K Buy
197
+3
+2% +$517 0.02% 351
2019
Q1 		$32K Buy
194
+27
+16% +$4.8K 0.02% 336
2018
Q4 		$25K Buy
167
+32
+24% +$5.72K 0.02% 319
2018
Q3 		$20K Buy
135
+11
+9% +$1.95K 0.01% 367
2018
Q2 		$17K Sell
124
-1
-0.8% -$159 0.01% 387
2018
Q1 		$17K Buy
125
+78
+166% +$12.4K 0.01% 364
2017
Q4 		$7K Buy
+47
New +$7.63K 0.01% 511

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