Carret Asset Management’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
Q3 | $2.42M | Hold |
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|
2025
Q2 | $2.07M | Sell |
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|
2025
Q1 | $2.14M | Hold |
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|
2024
Q4 | $2.22M | Hold |
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|
2024
Q3 | $2.18M | Sell |
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|
2024
Q2 | $1.97M | Hold |
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|
2024
Q1 | $2.03M | Hold |
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|
2023
Q4 | $1.85M | Sell |
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|
2023
Q3 | $1.41M | Hold |
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|
2023
Q2 | $1.51M | Sell |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $1.89M | Hold |
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|
2022
Q3 | $1.45M | Hold |
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|
2022
Q2 | $1.53M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.54M | Hold |
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|
2021
Q3 | $1.26M | Buy |
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|
2021
Q2 | $350K | Buy |
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