DZ Bank’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 | $240K | Sell |
1,285
-50
| -4% | -$9.54K | ﹤0.01% | 880 |
|
|
2025
Q4 | $247K | Buy |
+1,335
| New | +$243K | ﹤0.01% | 858 |
|
|
2023
Q2 | – | Sell |
-594
| Closed | -$66.5K | – | 1094 |
|
|
2023
Q1 | $66.5K | Hold |
594
| – | – | ﹤0.01% | 955 |
|
|
2022
Q4 | $69.8K | Hold |
594
| – | – | ﹤0.01% | 945 |
|
|
2022
Q3 | $53.3K | Buy |
+594
| New | +$60.8K | ﹤0.01% | 945 |
|
|
2022
Q2 | – | Sell |
-2,300
| Closed | -$303K | – | 1073 |
|
|
2022
Q1 | $303K | Sell |
2,300
-1,520
| -40% | -$217K | ﹤0.01% | 852 |
|
|
2021
Q4 | $611K | Hold |
3,820
| – | – | ﹤0.01% | 781 |
|
|
2021
Q3 | $496K | Hold |
3,820
| – | – | ﹤0.01% | 768 |
|
|
2021
Q2 | $498K | Sell |
3,820
-2,769
| -42% | -$344K | ﹤0.01% | 770 |
|
|
2021
Q1 | $750K | Buy |
6,589
+5,069
| +333% | +$529K | ﹤0.01% | 667 |
|
|
2020
Q4 | $128K | Hold |
1,520
| – | – | ﹤0.01% | 791 |
|
|
2020
Q3 | $98.3K | Hold |
1,520
| – | – | ﹤0.01% | 747 |
|
|
2020
Q2 | $104K | Sell |
1,520
-2,333
| -61% | -$146K | ﹤0.01% | 722 |
|
|
2020
Q1 | $211K | Buy |
3,853
+2,463
| +177% | +$295K | ﹤0.01% | 653 |
|
|
2019
Q4 | $205K | Hold |
1,390
| – | – | ﹤0.01% | 636 |
|
|
2019
Q3 | $216K | Hold |
1,390
| – | – | ﹤0.01% | 660 |
|
|
2019
Q2 | $222K | Sell |
1,390
-5,340
| -79% | -$920K | ﹤0.01% | 656 |
|
|
2019
Q1 | $1.23M | Sell |
6,730
-6,563
| -49% | -$1.17M | ﹤0.01% | 519 |
|
|
2018
Q4 | $2.23M | Buy |
13,293
+8,092
| +156% | +$1.45M | 0.01% | 450 |
|
|
2018
Q3 | $919K | Buy |
5,201
+3,005
| +137% | +$532K | ﹤0.01% | 540 |
|
|
2018
Q2 | $374K | Sell |
2,196
-2,500
| -53% | -$398K | ﹤0.01% | 675 |
|
|
2018
Q1 | $725K | Buy |
4,696
+1,332
| +40% | +$212K | ﹤0.01% | 723 |
|
|
2017
Q4 | $578K | Sell |
3,364
-168
| -5% | -$27.3K | ﹤0.01% | 616 |
|
|
2017
Q3 | $569K | Sell |
3,532
-130
| -4% | -$20.8K | ﹤0.01% | 622 |
|
|
2017
Q2 | $592K | Sell |
3,662
-2,995
| -45% | -$488K | ﹤0.01% | 614 |
|
|
2017
Q1 | $1.15M | Sell |
6,657
-324,656
| -98% | -$58M | 0.01% | 550 |
|
|
2016
Q4 | $58.9M | Buy |
+331,313
| New | +$61.5M | 0.29% | 104 |
|
Other funds holding SPG
VPM
VCM
