First Foundation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Hold |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $490K | Sell |
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|
2024
Q2 | $816K | Buy |
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|
2024
Q1 | $126K | Hold |
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|
2023
Q4 | $115K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $766K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $12.8M | Buy |
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|
2014
Q3 | $11.3M | Buy |
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|
2014
Q2 | $10.9M | Sell |
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|
2014
Q1 | $10.3M | Buy |
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|
2013
Q4 | $8.44M | Buy |
|