Dimensional Fund 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $859M | Buy |
4,606,481
+105,524
| +2% | +$20.1M | 0.18% | 72 |
|
|
2025
Q4 | $833M | Sell |
4,500,957
-13,681
| -0.3% | -$2.49M | 0.17% | 74 |
|
|
2025
Q3 | $847M | Sell |
4,514,638
-60,157
| -1% | -$10.4M | 0.18% | 69 |
|
|
2025
Q2 | $735M | Buy |
4,574,795
+48,386
| +1% | +$7.64M | 0.17% | 74 |
|
|
2025
Q1 | $752M | Sell |
4,526,409
-8,075
| -0.2% | -$1.41M | 0.19% | 65 |
|
|
2024
Q4 | $781M | Buy |
4,534,484
+196
| +0% | +$34.4K | 0.19% | 63 |
|
|
2024
Q3 | $766M | Sell |
4,534,288
-86,731
| -2% | -$13.7M | 0.19% | 66 |
|
|
2024
Q2 | $701M | Sell |
4,621,019
-19,411
| -0.4% | -$2.86M | 0.18% | 71 |
|
|
2024
Q1 | $726M | Sell |
4,640,430
-2,327
| -0.1% | -$341K | 0.2% | 67 |
|
|
2023
Q4 | $662M | Sell |
4,642,757
-29,175
| -0.6% | -$3.53M | 0.19% | 69 |
|
|
2023
Q3 | $505M | Buy |
4,671,932
+18,014
| +0.4% | +$2.11M | 0.17% | 83 |
|
|
2023
Q2 | $537M | Buy |
4,653,918
+48,851
| +1% | +$5.32M | 0.17% | 78 |
|
|
2023
Q1 | $516M | Buy |
4,605,067
+126,585
| +3% | +$15.1M | 0.17% | 78 |
|
|
2022
Q4 | $526K | Sell |
4,478,482
-35,439
| -0.8% | -$3.94M | 0.16% | 80 |
|
|
2022
Q3 | $405M | Sell |
4,513,921
-295,325
| -6% | -$30.2M | 0.16% | 85 |
|
|
2022
Q2 | $456M | Sell |
4,809,246
-99,744
| -2% | -$11.4M | 0.16% | 87 |
|
|
2022
Q1 | $646M | Buy |
4,908,990
+18,893
| +0.4% | +$2.69M | 0.2% | 63 |
|
|
2021
Q4 | $781M | Sell |
4,890,097
-103,265
| -2% | -$15.8M | 0.24% | 53 |
|
|
2021
Q3 | $649M | Sell |
4,993,362
-31,078
| -0.6% | -$4.04M | 0.21% | 62 |
|
|
2021
Q2 | $656M | Sell |
5,024,440
-59,648
| -1% | -$7.41M | 0.21% | 63 |
|
|
2021
Q1 | $578M | Buy |
5,084,088
+47,631
| +0.9% | +$4.97M | 0.19% | 65 |
|
|
2020
Q4 | $430M | Buy |
5,036,457
+179,309
| +4% | +$13.7M | 0.16% | 88 |
|
|
2020
Q3 | $314M | Buy |
4,857,148
+278,379
| +6% | +$18.3M | 0.13% | 105 |
|
|
2020
Q2 | $313M | Buy |
4,578,769
+53,743
| +1% | +$3.37M | 0.14% | 93 |
|
|
2020
Q1 | $248M | Sell |
4,525,026
-60,283
| -1% | -$7.21M | 0.13% | 105 |
|
|
2019
Q4 | $683M | Sell |
4,585,309
-27,496
| -0.6% | -$4.12M | 0.25% | 42 |
|
|
2019
Q3 | $718M | Sell |
4,612,805
-7,072
| -0.2% | -$1.1M | 0.28% | 36 |
|
|
2019
Q2 | $738M | Sell |
4,619,877
-21,619
| -0.5% | -$3.72M | 0.29% | 31 |
|
|
2019
Q1 | $846M | Sell |
4,641,496
-6,483
| -0.1% | -$1.15M | 0.34% | 22 |
|
|
2018
Q4 | $781M | Buy |
4,647,979
+22,193
| +0.5% | +$3.97M | 0.35% | 22 |
|
|
2018
Q3 | $818M | Buy |
4,625,786
+26,984
| +0.6% | +$4.77M | 0.31% | 25 |
|
|
2018
Q2 | $783M | Buy |
4,598,802
+39,244
| +0.9% | +$6.24M | 0.31% | 22 |
|
|
2018
Q1 | $704M | Buy |
4,559,558
+165,489
| +4% | +$26.3M | 0.29% | 24 |
|
|
2017
Q4 | $755M | Sell |
4,394,069
-66,672
| -1% | -$10.8M | 0.31% | 23 |
|
|
2017
Q3 | $718M | Buy |
4,460,741
+21,676
| +0.5% | +$3.46M | 0.31% | 22 |
|
|
2017
Q2 | $718M | Buy |
4,439,065
+109,854
| +3% | +$17.9M | 0.33% | 21 |
|
|
2017
Q1 | $745M | Buy |
4,329,211
+158,234
| +4% | +$28.3M | 0.36% | 19 |
|
|
2016
Q4 | $741M | Buy |
4,170,977
+102,676
| +3% | +$19.1M | 0.37% | 18 |
|
|
2016
Q3 | $842M | Buy |
4,068,301
+21,465
| +0.5% | +$4.65M | 0.46% | 14 |
|
|
2016
Q2 | $878M | Buy |
4,046,836
+64,000
| +2% | +$13.1M | 0.51% | 14 |
|
|
2016
Q1 | $827M | Buy |
3,982,836
+59,574
| +2% | +$11.4M | 0.5% | 14 |
|
|
2015
Q4 | $763M | Buy |
3,923,262
+53,521
| +1% | +$10.4M | 0.48% | 16 |
|
|
2015
Q3 | $711M | Sell |
3,869,741
-21,845
| -0.6% | -$4.01M | 0.47% | 16 |
|
|
2015
Q2 | $673M | Buy |
3,891,586
+9,177
| +0.2% | +$1.69M | 0.41% | 19 |
|
|
2015
Q1 | $760M | Buy |
3,882,409
+62,630
| +2% | +$12.1M | 0.48% | 16 |
|
|
2014
Q4 | $696M | Sell |
3,819,779
-26,206
| -0.7% | -$4.65M | 0.46% | 18 |
|
|
2014
Q3 | $632M | Buy |
3,845,985
+108,690
| +3% | +$18.3M | 0.45% | 19 |
|
|
2014
Q2 | $621M | Sell |
3,737,295
-67,531
| -2% | -$11M | 0.43% | 20 |
|
|
2014
Q1 | $587M | Buy |
3,804,826
+129,354
| +4% | +$19.3M | 0.44% | 19 |
|
|
2013
Q4 | $526M | Buy |
3,675,472
+163,824
| +5% | +$23.6M | 0.41% | 20 |
|
|
2013
Q3 | $490M | Buy |
3,511,648
+104,247
| +3% | +$15.1M | 0.42% | 20 |
|
|
2013
Q2 | $506M | Buy |
+3,407,401
| New | +$546M | 0.48% | 17 |
|
Other funds holding SPG
VPM
VCM
