Cerity Partners’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 | $10.7M | Sell |
57,493
-4,476
| -7% | -$854K | 0.02% | 656 |
|
|
2025
Q4 | $11.5M | Buy |
61,969
+5,162
| +9% | +$938K | 0.02% | 589 |
|
|
2025
Q3 | $10.7M | Buy |
56,807
+21,067
| +59% | +$3.64M | 0.02% | 555 |
|
|
2025
Q2 | $5.75M | Buy |
35,740
+598
| +2% | +$94.5K | 0.01% | 745 |
|
|
2025
Q1 | $5.84M | Sell |
35,142
-247
| -0.7% | -$43.2K | 0.01% | 676 |
|
|
2024
Q4 | $6.04M | Sell |
35,389
-11,975
| -25% | -$2.1M | 0.01% | 642 |
|
|
2024
Q3 | $8.01M | Buy |
47,364
+14,893
| +46% | +$2.36M | 0.02% | 560 |
|
|
2024
Q2 | $4.93M | Sell |
32,471
-139
| -0.4% | -$20.5K | 0.01% | 614 |
|
|
2024
Q1 | $5.1M | Buy |
32,610
+20,671
| +173% | +$3.03M | 0.01% | 643 |
|
|
2023
Q4 | $1.7M | Buy |
11,939
+4,750
| +66% | +$574K | 0.01% | 809 |
|
|
2023
Q3 | $777K | Sell |
7,189
-2,659
| -27% | -$311K | ﹤0.01% | 822 |
|
|
2023
Q2 | $1.14M | Buy |
9,848
+3,551
| +56% | +$387K | ﹤0.01% | 891 |
|
|
2023
Q1 | $701K | Sell |
6,297
-93
| -1% | -$11.1K | ﹤0.01% | 1133 |
|
|
2022
Q4 | $751K | Buy |
6,390
+1,551
| +32% | +$172K | ﹤0.01% | 779 |
|
|
2022
Q3 | $434K | Sell |
4,839
-54
| -1% | -$5.52K | 0.01% | 764 |
|
|
2022
Q2 | $465K | Buy |
+4,893
| New | +$561K | 0.01% | 766 |
|
|
2022
Q1 | – | Sell |
-4,034
| Closed | -$645K | – | 1096 |
|
|
2021
Q4 | $645K | Buy |
+4,034
| New | +$616K | 0.01% | 527 |
|
|
2021
Q1 | – | Sell |
-5,727
| Closed | -$488K | – | 740 |
|
|
2020
Q4 | $488K | Buy |
5,727
+2,180
| +61% | +$166K | 0.02% | 422 |
|
|
2020
Q3 | $229K | Buy |
3,547
+246
| +7% | +$16.1K | 0.01% | 444 |
|
|
2020
Q2 | $226K | Buy |
+3,301
| New | +$207K | 0.01% | 399 |
|
|
2020
Q1 | – | Sell |
-5,581
| Closed | -$832K | – | 510 |
|
|
2019
Q4 | $832K | Sell |
5,581
-733
| -12% | -$110K | 0.04% | 265 |
|
|
2019
Q3 | $983K | Buy |
6,314
+5
| +0.1% | +$778 | 0.06% | 251 |
|
|
2019
Q2 | $1.01M | Buy |
6,309
+218
| +4% | +$37.5K | 0.06% | 232 |
|
|
2019
Q1 | $1.11M | Sell |
6,091
-136
| -2% | -$24.2K | 0.07% | 220 |
|
|
2018
Q4 | $1.05M | Buy |
6,227
+162
| +3% | +$29K | 0.07% | 220 |
|
|
2018
Q3 | $1.07M | Sell |
6,065
-163
| -3% | -$28.8K | 0.07% | 234 |
|
|
2018
Q2 | $1.06M | Buy |
6,228
+631
| +11% | +$100K | 0.08% | 233 |
|
|
2018
Q1 | $864K | Sell |
5,597
-4,454
| -44% | -$708K | 0.07% | 250 |
|
|
2017
Q4 | $1.73M | Sell |
10,051
-6,306
| -39% | -$1.02M | 0.12% | 177 |
|
|
2017
Q3 | $2.63M | Sell |
16,357
-41,512
| -72% | -$6.63M | 0.19% | 123 |
|
|
2017
Q2 | $5.2M | Buy |
57,869
+41,857
| +261% | +$6.81M | 0.44% | 47 |
|
|
2017
Q1 | $2.75M | Buy |
+16,012
| New | +$2.86M | 0.23% | 87 |
|
Other funds holding SPG
VPM
VCM
