Element Wealth’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 | $526K | Buy |
2,822
+18
| +0.6% | +$3.43K | 0.22% | 104 |
|
|
2025
Q4 | $519K | Buy |
2,804
+20
| +0.7% | +$3.63K | 0.21% | 104 |
|
|
2025
Q3 | $522K | Buy |
2,784
+20
| +0.7% | +$3.45K | 0.23% | 99 |
|
|
2025
Q2 | $444K | Sell |
2,764
-745
| -21% | -$118K | 0.2% | 97 |
|
|
2025
Q1 | $583K | Buy |
3,509
+30
| +0.9% | +$5.24K | 0.31% | 70 |
|
|
2024
Q4 | $599K | Buy |
3,479
+28
| +0.8% | +$4.91K | 0.31% | 67 |
|
|
2024
Q3 | $583K | Sell |
3,451
-72
| -2% | -$11.4K | 0.31% | 63 |
|
|
2024
Q2 | $535K | Sell |
3,523
-326
| -8% | -$48K | 0.3% | 66 |
|
|
2024
Q1 | $602K | Hold |
3,849
| – | – | 0.35% | 56 |
|
|
2023
Q4 | $549K | Sell |
3,849
-258
| -6% | -$31.2K | 0.34% | 58 |
|
|
2023
Q3 | $444K | Buy |
4,107
+38
| +0.9% | +$4.45K | 0.32% | 59 |
|
|
2023
Q2 | $470K | Sell |
4,069
-148
| -4% | -$16.1K | 0.33% | 58 |
|
|
2023
Q1 | $472K | Buy |
4,217
+37
| +0.9% | +$4.42K | 0.35% | 56 |
|
|
2022
Q4 | $491K | Sell |
4,180
-192
| -4% | -$21.3K | 0.4% | 48 |
|
|
2022
Q3 | $392K | Buy |
4,372
+50
| +1% | +$5.11K | 0.36% | 52 |
|
|
2022
Q2 | $410K | Buy |
4,322
+42
| +1% | +$4.81K | 0.41% | 48 |
|
|
2022
Q1 | $563K | Sell |
4,280
-196
| -4% | -$27.9K | 0.46% | 41 |
|
|
2021
Q4 | $715K | Buy |
4,476
+29
| +0.7% | +$4.43K | 0.54% | 30 |
|
|
2021
Q3 | $578K | Buy |
4,447
+50
| +1% | +$6.51K | 0.46% | 35 |
|
|
2021
Q2 | $574K | Buy |
4,397
+30
| +0.7% | +$3.73K | 0.45% | 39 |
|
|
2021
Q1 | $497K | Sell |
4,367
-172
| -4% | -$17.9K | 0.41% | 44 |
|
|
2020
Q4 | $387K | Buy |
4,539
+55
| +1% | +$4.2K | 0.36% | 55 |
|
|
2020
Q3 | $290K | Buy |
4,484
+158
| +4% | +$10.4K | 0.31% | 64 |
|
|
2020
Q2 | $296K | Buy |
+4,326
| New | +$271K | 0.34% | 58 |
|
Other funds holding SPG
VPM
VCM
