CIM
Corda Investment Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34M | Sell |
211,516
-1,117
| -0.5% | -$180K | 2.5% | 16 |
|
|
2025
Q1 | $35.3M | Sell |
212,633
-4,196
| -2% | -$697K | 2.81% | 15 |
|
|
2024
Q4 | $37.3M | Sell |
216,829
-4,524
| -2% | -$779K | 2.98% | 13 |
|
|
2024
Q3 | $37.4M | Sell |
221,353
-7,601
| -3% | -$1.28M | 2.92% | 11 |
|
|
2024
Q2 | $34.8M | Sell |
228,954
-4,299
| -2% | -$653K | 2.83% | 14 |
|
|
2024
Q1 | $36.5M | Sell |
233,253
-5,070
| -2% | -$793K | 2.9% | 13 |
|
|
2023
Q4 | $34M | Sell |
238,323
-2,483
| -1% | -$354K | 2.85% | 13 |
|
|
2023
Q3 | $26M | Buy |
240,806
+3,025
| +1% | +$327K | 2.36% | 19 |
|
|
2023
Q2 | $27.5M | Buy |
237,781
+6,190
| +3% | +$715K | 2.15% | 18 |
|
|
2023
Q1 | $25.9M | Buy |
231,591
+3,377
| +1% | +$378K | 2.07% | 19 |
|
|
2022
Q4 | $26.8M | Buy |
228,214
+4,442
| +2% | +$522K | 2.18% | 21 |
|
|
2022
Q3 | $20.1M | Buy |
223,772
+9,174
| +4% | +$823K | 1.8% | 29 |
|
|
2022
Q2 | $20.4M | Buy |
214,598
+31,280
| +17% | +$2.97M | 1.73% | 28 |
|
|
2022
Q1 | $24.1M | Buy |
183,318
+2,189
| +1% | +$288K | 1.87% | 26 |
|
|
2021
Q4 | $28.9M | Buy |
181,129
+1,224
| +0.7% | +$196K | 2.27% | 18 |
|
|
2021
Q3 | $23.4M | Buy |
179,905
+3,224
| +2% | +$419K | 2.03% | 23 |
|
|
2021
Q2 | $23.1M | Buy |
176,681
+2,015
| +1% | +$263K | 1.98% | 23 |
|
|
2021
Q1 | $19.9M | Buy |
174,666
+5,422
| +3% | +$617K | 1.8% | 29 |
|
|
2020
Q4 | $14.4M | Buy |
169,244
+3,298
| +2% | +$281K | 1.45% | 35 |
|
|
2020
Q3 | $10.7M | Sell |
165,946
-28,786
| -15% | -$1.86M | 1.17% | 39 |
|
|
2020
Q2 | $13.3M | Buy |
194,732
+43,475
| +29% | +$2.97M | 1.53% | 33 |
|
|
2020
Q1 | $8.3M | Buy |
151,257
+21,758
| +17% | +$1.19M | 1.04% | 40 |
|
|
2019
Q4 | $19.3M | Buy |
129,499
+9,131
| +8% | +$1.36M | 2.07% | 24 |
|
|
2019
Q3 | $18.7M | Buy |
120,368
+6,681
| +6% | +$1.04M | 2.05% | 25 |
|
|
2019
Q2 | $18.2M | Buy |
113,687
+3,461
| +3% | +$553K | 1.97% | 25 |
|
|
2019
Q1 | $20.1M | Buy |
110,226
+2,164
| +2% | +$394K | 2.32% | 17 |
|
|
2018
Q4 | $18.2M | Buy |
108,062
+674
| +0.6% | +$113K | 2.23% | 19 |
|
|
2018
Q3 | $19M | Sell |
107,388
-1,002
| -0.9% | -$177K | 2.25% | 22 |
|
|
2018
Q2 | $18.4M | Buy |
108,390
+3,790
| +4% | +$645K | 2.28% | 22 |
|
|
2018
Q1 | $16.1M | Buy |
104,600
+16,046
| +18% | +$2.48M | 2.02% | 25 |
|
|
2017
Q4 | $15.2M | Buy |
88,554
+48,860
| +123% | +$8.39M | 1.82% | 27 |
|
|
2017
Q3 | $6.39M | Buy |
+39,694
| New | +$6.39M | 0.83% | 37 |
|