Envestnet Asset Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56M | Buy |
348,259
+29,456
| +9% | +$4.74M | 0.02% | 703 |
|
|
2025
Q1 | $52.9M | Buy |
318,803
+21,227
| +7% | +$3.53M | 0.02% | 696 |
|
|
2024
Q4 | $51.2M | Sell |
297,576
-96,632
| -25% | -$16.6M | 0.02% | 708 |
|
|
2024
Q3 | $66.6M | Buy |
394,208
+15,679
| +4% | +$2.65M | 0.02% | 600 |
|
|
2024
Q2 | $57.5M | Sell |
378,529
-4,237
| -1% | -$643K | 0.02% | 622 |
|
|
2024
Q1 | $59.9M | Sell |
382,766
-36,407
| -9% | -$5.7M | 0.02% | 598 |
|
|
2023
Q4 | $59.8M | Sell |
419,173
-10,299
| -2% | -$1.47M | 0.02% | 545 |
|
|
2023
Q3 | $46.4M | Sell |
429,472
-82,942
| -16% | -$8.96M | 0.02% | 602 |
|
|
2023
Q2 | $59.2M | Sell |
512,414
-2,126,986
| -81% | -$246M | 0.03% | 486 |
|
|
2023
Q1 | $52.8M | Buy |
2,639,400
+2,244,239
| +568% | +$44.9M | 0.03% | 485 |
|
|
2022
Q4 | $46.4M | Buy |
395,161
+58,077
| +17% | +$6.82M | 0.02% | 502 |
|
|
2022
Q3 | $30.3M | Buy |
337,084
+22,092
| +7% | +$1.98M | 0.02% | 593 |
|
|
2022
Q2 | $29.9M | Buy |
314,992
+46,076
| +17% | +$4.37M | 0.02% | 604 |
|
|
2022
Q1 | $35.4M | Buy |
268,916
+16,174
| +6% | +$2.13M | 0.02% | 605 |
|
|
2021
Q4 | $40.4M | Buy |
252,742
+16,653
| +7% | +$2.66M | 0.02% | 563 |
|
|
2021
Q3 | $30.7M | Buy |
236,089
+19,576
| +9% | +$2.54M | 0.02% | 623 |
|
|
2021
Q2 | $28.3M | Buy |
216,513
+26,864
| +14% | +$3.51M | 0.02% | 652 |
|
|
2021
Q1 | $21.6M | Buy |
189,649
+29,665
| +19% | +$3.37M | 0.01% | 688 |
|
|
2020
Q4 | $13.6M | Buy |
159,984
+46,944
| +42% | +$4M | 0.01% | 777 |
|
|
2020
Q3 | $7.31M | Buy |
113,040
+8,985
| +9% | +$581K | 0.01% | 949 |
|
|
2020
Q2 | $7.12M | Sell |
104,055
-13,675
| -12% | -$935K | 0.01% | 945 |
|
|
2020
Q1 | $6.46M | Sell |
117,730
-33,181
| -22% | -$1.82M | 0.01% | 866 |
|
|
2019
Q4 | $22.5M | Buy |
150,911
+37,513
| +33% | +$5.59M | 0.02% | 492 |
|
|
2019
Q3 | $17.7M | Sell |
113,398
-6,949
| -6% | -$1.08M | 0.02% | 533 |
|
|
2019
Q2 | $19.2M | Buy |
120,347
+11,506
| +11% | +$1.84M | 0.02% | 488 |
|
|
2019
Q1 | $19.8M | Sell |
108,841
-2,009
| -2% | -$366K | 0.03% | 450 |
|
|
2018
Q4 | $18.6M | Buy |
110,850
+102,487
| +1,225% | +$17.2M | 0.03% | 381 |
|
|
2018
Q3 | $1.48M | Sell |
8,363
-5,954
| -42% | -$1.05M | ﹤0.01% | 662 |
|
|
2018
Q2 | $2.44M | Buy |
14,317
+9,842
| +220% | +$1.68M | 0.01% | 751 |
|
|
2018
Q1 | $693K | Sell |
4,475
-48,031
| -91% | -$7.44M | ﹤0.01% | 1074 |
|
|
2017
Q4 | $9.02M | Buy |
52,506
+11,564
| +28% | +$1.99M | 0.02% | 415 |
|
|
2017
Q3 | $6.59M | Sell |
40,942
-4,795
| -10% | -$772K | 0.02% | 480 |
|
|
2017
Q2 | $7.4M | Sell |
45,737
-630
| -1% | -$102K | 0.02% | 456 |
|
|
2017
Q1 | $7.98M | Buy |
46,367
+3,500
| +8% | +$602K | 0.03% | 418 |
|
|
2016
Q4 | $7.62M | Sell |
42,867
-24,717
| -37% | -$4.39M | 0.03% | 406 |
|
|
2016
Q3 | $14M | Sell |
67,584
-15,822
| -19% | -$3.28M | 0.05% | 256 |
|
|
2016
Q2 | $18.1M | Buy |
83,406
+20,968
| +34% | +$4.55M | 0.07% | 243 |
|
|
2016
Q1 | $13M | Buy |
62,438
+4,572
| +8% | +$950K | 0.06% | 286 |
|
|
2015
Q4 | $11.3M | Buy |
57,866
+240
| +0.4% | +$46.7K | 0.05% | 311 |
|
|
2015
Q3 | $10.6M | Buy |
57,626
+8,321
| +17% | +$1.53M | 0.05% | 305 |
|
|
2015
Q2 | $8.53M | Buy |
49,305
+4,863
| +11% | +$841K | 0.04% | 425 |
|
|
2015
Q1 | $8.7M | Buy |
44,442
+41,407
| +1,364% | +$8.1M | 0.05% | 397 |
|
|
2014
Q4 | $553K | Sell |
3,035
-751
| -20% | -$137K | 0.01% | 692 |
|
|
2014
Q3 | $623K | Buy |
3,786
+561
| +17% | +$92.3K | 0.01% | 713 |
|
|
2014
Q2 | $536K | Buy |
3,225
+727
| +29% | +$121K | 0.01% | 740 |
|
|
2014
Q1 | $385K | Buy |
2,498
+107
| +4% | +$16.5K | ﹤0.01% | 720 |
|
|
2013
Q4 | $342K | Buy |
2,391
+24
| +1% | +$3.43K | ﹤0.01% | 706 |
|
|
2013
Q3 | $330K | Sell |
2,367
-2,847
| -55% | -$397K | ﹤0.01% | 704 |
|
|
2013
Q2 | $775K | Buy |
+5,214
| New | +$775K | 0.01% | 463 |
|