Baird Financial Group’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 | $7.17M | Buy |
38,452
+3,552
| +10% | +$677K | 0.01% | 633 |
|
|
2025
Q4 | $6.46M | Sell |
34,900
-179
| -0.5% | -$32.5K | 0.01% | 664 |
|
|
2025
Q3 | $6.58M | Sell |
35,079
-660
| -2% | -$114K | 0.01% | 656 |
|
|
2025
Q2 | $5.75M | Sell |
35,739
-495
| -1% | -$78.2K | 0.01% | 674 |
|
|
2025
Q1 | $6.02M | Sell |
36,234
-4,031
| -10% | -$705K | 0.01% | 625 |
|
|
2024
Q4 | $6.93M | Buy |
40,265
+140
| +0.3% | +$24.6K | 0.01% | 589 |
|
|
2024
Q3 | $6.78M | Sell |
40,125
-1,593
| -4% | -$252K | 0.01% | 602 |
|
|
2024
Q2 | $6.33M | Buy |
41,718
+1,680
| +4% | +$247K | 0.01% | 603 |
|
|
2024
Q1 | $6.27M | Sell |
40,038
-3,569
| -8% | -$523K | 0.01% | 605 |
|
|
2023
Q4 | $6.22M | Sell |
43,607
-1,551
| -3% | -$187K | 0.01% | 595 |
|
|
2023
Q3 | $4.88M | Sell |
45,158
-334
| -0.7% | -$39.1K | 0.01% | 632 |
|
|
2023
Q2 | $5.25M | Buy |
45,492
+287
| +0.6% | +$31.3K | 0.01% | 605 |
|
|
2023
Q1 | $5.06M | Sell |
45,205
-335
| -0.7% | -$40K | 0.01% | 584 |
|
|
2022
Q4 | $5.35M | Sell |
45,540
-6,989
| -13% | -$777K | 0.01% | 567 |
|
|
2022
Q3 | $4.71M | Sell |
52,529
-4,821
| -8% | -$493K | 0.01% | 574 |
|
|
2022
Q2 | $5.44M | Buy |
57,350
+938
| +2% | +$107K | 0.02% | 562 |
|
|
2022
Q1 | $7.42M | Sell |
56,412
-29,815
| -35% | -$4.25M | 0.02% | 517 |
|
|
2021
Q4 | $13.8M | Buy |
86,227
+16,103
| +23% | +$2.46M | 0.03% | 385 |
|
|
2021
Q3 | $9.11M | Sell |
70,124
-20,443
| -23% | -$2.66M | 0.02% | 446 |
|
|
2021
Q2 | $11.8M | Buy |
90,567
+2,183
| +2% | +$271K | 0.03% | 388 |
|
|
2021
Q1 | $10.1M | Sell |
88,384
-31,609
| -26% | -$3.3M | 0.03% | 407 |
|
|
2020
Q4 | $10.2M | Sell |
119,993
-1,030
| -0.9% | -$78.7K | 0.03% | 382 |
|
|
2020
Q3 | $7.83M | Sell |
121,023
-27,659
| -19% | -$1.81M | 0.03% | 403 |
|
|
2020
Q2 | $10.2M | Buy |
148,682
+3,177
| +2% | +$199K | 0.04% | 339 |
|
|
2020
Q1 | $7.98M | Sell |
145,505
-20,613
| -12% | -$2.46M | 0.04% | 353 |
|
|
2019
Q4 | $24.7M | Buy |
166,118
+42,136
| +34% | +$6.32M | 0.09% | 241 |
|
|
2019
Q3 | $19.3M | Buy |
123,982
+43,269
| +54% | +$6.73M | 0.08% | 254 |
|
|
2019
Q2 | $12.9M | Buy |
80,713
+69,547
| +623% | +$12M | 0.05% | 318 |
|
|
2019
Q1 | $2.04M | Sell |
11,166
-348
| -3% | -$61.9K | 0.01% | 659 |
|
|
2018
Q4 | $1.93M | Buy |
11,514
+467
| +4% | +$83.5K | 0.01% | 641 |
|
|
2018
Q3 | $1.95M | Sell |
11,047
-1,921
| -15% | -$340K | 0.01% | 673 |
|
|
2018
Q2 | $2.21M | Buy |
12,968
+13
| +0.1% | +$2.07K | 0.02% | 623 |
|
|
2018
Q1 | $2M | Sell |
12,955
-532
| -4% | -$84.6K | 0.01% | 644 |
|
|
2017
Q4 | $2.32M | Sell |
13,487
-2,917
| -18% | -$474K | 0.02% | 589 |
|
|
2017
Q3 | $2.64M | Sell |
16,404
-341
| -2% | -$54.5K | 0.02% | 552 |
|
|
2017
Q2 | $2.71M | Sell |
16,745
-20,061
| -55% | -$3.27M | 0.02% | 530 |
|
|
2017
Q1 | $6.33M | Buy |
36,806
+1,940
| +6% | +$347K | 0.05% | 344 |
|
|
2016
Q4 | $6.2M | Buy |
34,866
+3,473
| +11% | +$645K | 0.05% | 328 |
|
|
2016
Q3 | $6.5M | Buy |
31,393
+1,711
| +6% | +$371K | 0.06% | 321 |
|
|
2016
Q2 | $6.44M | Buy |
29,682
+9,226
| +45% | +$1.88M | 0.06% | 311 |
|
|
2016
Q1 | $4.25M | Sell |
20,456
-32
| -0.2% | -$6.15K | 0.04% | 382 |
|
|
2015
Q4 | $3.98M | Hold |
20,488
| – | – | 0.04% | 392 |
|
|
2015
Q3 | $3.76M | Buy |
20,488
+64
| +0.3% | +$11.7K | 0.04% | 385 |
|
|
2015
Q2 | $3.53M | Buy |
+20,424
| New | +$3.75M | 0.03% | 426 |
|
Other funds holding SPG
VPM
VCM
