F.L. Putnam Investment 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 | – | Sell |
-1,357
| Closed | -$225K | – | 612 |
|
|
2025
Q1 | $225K | Buy |
1,357
+159
| +13% | +$26.4K | ﹤0.01% | 529 |
|
|
2024
Q4 | $206K | Buy |
1,198
+1
| +0.1% | +$172 | ﹤0.01% | 542 |
|
|
2024
Q3 | $202K | Buy |
+1,197
| New | +$202K | ﹤0.01% | 553 |
|
|
2016
Q4 | – | Sell |
-10,489
| Closed | -$2.17M | – | 206 |
|
|
2016
Q3 | $2.17M | Buy |
10,489
+312
| +3% | +$64.6K | 0.25% | 79 |
|
|
2016
Q2 | $2.21M | Buy |
10,177
+209
| +2% | +$45.3K | 0.26% | 77 |
|
|
2016
Q1 | $2.07M | Buy |
9,968
+138
| +1% | +$28.7K | 0.25% | 83 |
|
|
2015
Q4 | $1.91M | Buy |
9,830
+519
| +6% | +$101K | 0.22% | 83 |
|
|
2015
Q3 | $1.71M | Buy |
9,311
+569
| +7% | +$105K | 0.21% | 90 |
|
|
2015
Q2 | $1.51M | Sell |
8,742
-212
| -2% | -$36.7K | 0.17% | 106 |
|
|
2015
Q1 | $1.75M | Buy |
+8,954
| New | +$1.75M | 0.2% | 96 |
|