Capstone Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
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|
2025
Q1 | $528K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $306K | Buy |
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|
2024
Q2 | $150K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $154K | Sell |
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|
2023
Q3 | $1.52M | Buy |
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|
2023
Q2 | $552K | Sell |
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|
2023
Q1 | $705K | Sell |
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|
2022
Q4 | $3.29M | Sell |
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|
2022
Q3 | $6.81M | Buy |
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|
2022
Q2 | $5.35M | Buy |
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|
2022
Q1 | $4.37M | Buy |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $187K | Sell |
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|
2021
Q1 | $280K | Sell |
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|
2020
Q4 | $12.9M | Buy |
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|
2020
Q3 | $8.47M | Buy |
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|
2020
Q2 | $7.45M | Sell |
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|
2020
Q1 | $6.19M | Buy |
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|
2019
Q4 | $5.55M | Buy |
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|
2019
Q3 | $2.08M | Sell |
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|
2019
Q2 | $4.84M | Buy |
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|
2019
Q1 | $793K | Buy |
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|
2018
Q4 | $196K | Sell |
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|
2018
Q3 | $468K | Buy |
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|
2018
Q2 | $205K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $154K | Buy |
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