Bank of Montreal’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103M | Sell |
640,760
-10,104
| -2% | -$1.62M | 0.05% | 249 |
|
|
2025
Q1 | $108M | Sell |
650,864
-171,068
| -21% | -$28.4M | 0.05% | 236 |
|
|
2024
Q4 | $142M | Sell |
821,932
-7,462
| -0.9% | -$1.29M | 0.07% | 204 |
|
|
2024
Q3 | $139M | Buy |
829,394
+33,432
| +4% | +$5.61M | 0.06% | 225 |
|
|
2024
Q2 | $122M | Buy |
795,962
+22,133
| +3% | +$3.4M | 0.04% | 247 |
|
|
2024
Q1 | $121M | Buy |
773,829
+22,691
| +3% | +$3.56M | 0.04% | 246 |
|
|
2023
Q4 | $108M | Buy |
751,138
+51,896
| +7% | +$7.49M | 0.03% | 254 |
|
|
2023
Q3 | $81.7M | Buy |
699,242
+5,511
| +0.8% | +$644K | 0.03% | 280 |
|
|
2023
Q2 | $80.3M | Sell |
693,731
-20,203
| -3% | -$2.34M | 0.03% | 267 |
|
|
2023
Q1 | $80M | Sell |
713,934
-180,708
| -20% | -$20.2M | 0.03% | 257 |
|
|
2022
Q4 | $105M | Buy |
894,642
+130,398
| +17% | +$15.4M | 0.05% | 217 |
|
|
2022
Q3 | $76.2K | Sell |
764,244
-42,419
| -5% | -$4.23K | 0.03% | 245 |
|
|
2022
Q2 | $81.5K | Buy |
806,663
+98,221
| +14% | +$9.93K | 0.04% | 247 |
|
|
2022
Q1 | $95.5M | Sell |
708,442
-720,510
| -50% | -$97.1M | 0.05% | 242 |
|
|
2021
Q4 | $229M | Sell |
1,428,952
-159,202
| -10% | -$25.5M | 0.12% | 141 |
|
|
2021
Q3 | $213M | Buy |
1,588,154
+286,205
| +22% | +$38.3M | 0.1% | 171 |
|
|
2021
Q2 | $171M | Buy |
1,301,949
+475,878
| +58% | +$62.4M | 0.08% | 196 |
|
|
2021
Q1 | $94.4M | Buy |
826,071
+398,385
| +93% | +$45.5M | 0.06% | 248 |
|
|
2020
Q4 | $35.6M | Buy |
427,686
+93,863
| +28% | +$7.8M | 0.02% | 472 |
|
|
2020
Q3 | $23.4M | Sell |
333,823
-85,434
| -20% | -$5.98M | 0.02% | 500 |
|
|
2020
Q2 | $25.6M | Sell |
419,257
-554,236
| -57% | -$33.8M | 0.02% | 472 |
|
|
2020
Q1 | $42.8M | Buy |
973,493
+604,537
| +164% | +$26.6M | 0.05% | 288 |
|
|
2019
Q4 | $55M | Sell |
368,956
-97,228
| -21% | -$14.5M | 0.04% | 348 |
|
|
2019
Q3 | $72.6M | Sell |
466,184
-67,641
| -13% | -$10.5M | 0.06% | 253 |
|
|
2019
Q2 | $85.3M | Buy |
533,825
+6,740
| +1% | +$1.08M | 0.07% | 226 |
|
|
2019
Q1 | $96M | Buy |
527,085
+54,151
| +11% | +$9.87M | 0.08% | 210 |
|
|
2018
Q4 | $79.4M | Buy |
472,934
+79,336
| +20% | +$13.3M | 0.08% | 220 |
|
|
2018
Q3 | $69.6M | Buy |
393,598
+23,859
| +6% | +$4.22M | 0.05% | 288 |
|
|
2018
Q2 | $62.9M | Sell |
369,739
-60,663
| -14% | -$10.3M | 0.05% | 286 |
|
|
2018
Q1 | $66.4M | Sell |
430,402
-12,145
| -3% | -$1.87M | 0.06% | 292 |
|
|
2017
Q4 | $76M | Buy |
442,547
+124,285
| +39% | +$21.3M | 0.07% | 258 |
|
|
2017
Q3 | $51.2M | Buy |
318,262
+94,514
| +42% | +$15.2M | 0.05% | 330 |
|
|
2017
Q2 | $36.2M | Sell |
223,748
-163,151
| -42% | -$26.4M | 0.03% | 408 |
|
|
2017
Q1 | $66.6M | Sell |
386,899
-150,022
| -28% | -$25.8M | 0.06% | 250 |
|
|
2016
Q4 | $96.5M | Buy |
536,921
+157,858
| +42% | +$28.4M | 0.1% | 172 |
|
|
2016
Q3 | $78.5M | Buy |
379,063
+77,311
| +26% | +$16M | 0.09% | 194 |
|
|
2016
Q2 | $65.5M | Buy |
301,752
+169,040
| +127% | +$36.7M | 0.07% | 220 |
|
|
2016
Q1 | $27.6M | Sell |
132,712
-225,565
| -63% | -$46.8M | 0.03% | 383 |
|
|
2015
Q4 | $69.7M | Buy |
358,277
+8,891
| +3% | +$1.73M | 0.08% | 190 |
|
|
2015
Q3 | $64.2M | Sell |
349,386
-280,148
| -45% | -$51.5M | 0.09% | 198 |
|
|
2015
Q2 | $109M | Buy |
629,534
+229,720
| +57% | +$39.7M | 0.13% | 150 |
|
|
2015
Q1 | $78.2M | Buy |
399,814
+262,672
| +192% | +$51.4M | 0.09% | 204 |
|
|
2014
Q4 | $25M | Sell |
137,142
-152,976
| -53% | -$27.9M | 0.03% | 396 |
|
|
2014
Q3 | $47.7M | Buy |
290,118
+186,630
| +180% | +$30.7M | 0.05% | 279 |
|
|
2014
Q2 | $17.2M | Buy |
103,488
+18,509
| +22% | +$3.08M | 0.02% | 493 |
|
|
2014
Q1 | $13.1M | Sell |
84,979
-169,045
| -67% | -$26.1M | 0.02% | 488 |
|
|
2013
Q4 | $36.4M | Buy |
254,024
+163,148
| +180% | +$23.4M | 0.05% | 269 |
|
|
2013
Q3 | $12.7M | Sell |
90,876
-23,291
| -20% | -$3.25M | 0.02% | 437 |
|
|
2013
Q2 | $17M | Buy |
+114,167
| New | +$17M | 0.03% | 339 |
|