Fort Washington Investment Advisors’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 | $30.9M | Buy |
192,295
+2,150
| +1% | +$346K | 0.18% | 121 |
|
|
2025
Q1 | $31.6M | Buy |
190,145
+8,105
| +4% | +$1.35M | 0.19% | 116 |
|
|
2024
Q4 | $31.3M | Buy |
182,040
+36,898
| +25% | +$6.35M | 0.19% | 120 |
|
|
2024
Q3 | $24.5M | Sell |
145,142
-12,218
| -8% | -$2.07M | 0.15% | 131 |
|
|
2024
Q2 | $23.9M | Buy |
157,360
+2,011
| +1% | +$305K | 0.16% | 127 |
|
|
2024
Q1 | $24.3M | Sell |
155,349
-48,385
| -24% | -$7.57M | 0.16% | 127 |
|
|
2023
Q4 | $29.1M | Sell |
203,734
-19,115
| -9% | -$2.73M | 0.2% | 106 |
|
|
2023
Q3 | $24.1M | Sell |
222,849
-5,851
| -3% | -$632K | 0.18% | 116 |
|
|
2023
Q2 | $26.4M | Sell |
228,700
-87,764
| -28% | -$10.1M | 0.19% | 115 |
|
|
2023
Q1 | $35.4M | Buy |
316,464
+12,672
| +4% | +$1.42M | 0.27% | 98 |
|
|
2022
Q4 | $35.7M | Buy |
303,792
+6,108
| +2% | +$718K | 0.28% | 100 |
|
|
2022
Q3 | $26.7M | Buy |
297,684
+13,350
| +5% | +$1.2M | 0.22% | 107 |
|
|
2022
Q2 | $27M | Sell |
284,334
-12,608
| -4% | -$1.2M | 0.21% | 110 |
|
|
2022
Q1 | $39.1M | Buy |
296,942
+23,618
| +9% | +$3.11M | 0.25% | 102 |
|
|
2021
Q4 | $43.7M | Buy |
273,324
+23,193
| +9% | +$3.71M | 0.26% | 100 |
|
|
2021
Q3 | $32.5M | Buy |
250,131
+198,212
| +382% | +$25.8M | 0.21% | 109 |
|
|
2021
Q2 | $6.77M | Sell |
51,919
-270
| -0.5% | -$35.2K | 0.06% | 222 |
|
|
2021
Q1 | $5.94M | Sell |
52,189
-102
| -0.2% | -$11.6K | 0.06% | 226 |
|
|
2020
Q4 | $4.46M | Sell |
52,291
-1,573
| -3% | -$134K | 0.05% | 230 |
|
|
2020
Q3 | $3.48M | Sell |
53,864
-1,208
| -2% | -$78.1K | 0.04% | 235 |
|
|
2020
Q2 | $3.77M | Sell |
55,072
-42,253
| -43% | -$2.89M | 0.04% | 227 |
|
|
2020
Q1 | $5.34M | Sell |
97,325
-588,619
| -86% | -$32.3M | 0.07% | 197 |
|
|
2019
Q4 | $102M | Sell |
685,944
-29,150
| -4% | -$4.34M | 1.09% | 23 |
|
|
2019
Q3 | $111M | Sell |
715,094
-5,881
| -0.8% | -$915K | 1.23% | 18 |
|
|
2019
Q2 | $115M | Buy |
720,975
+57,589
| +9% | +$9.2M | 1.28% | 19 |
|
|
2019
Q1 | $121M | Buy |
663,386
+23,193
| +4% | +$4.23M | 1.36% | 15 |
|
|
2018
Q4 | $108M | Buy |
640,193
+9,551
| +2% | +$1.6M | 1.32% | 16 |
|
|
2018
Q3 | $111M | Buy |
630,642
+3,681
| +0.6% | +$651K | 1.1% | 22 |
|
|
2018
Q2 | $107M | Buy |
626,961
+9,550
| +2% | +$1.63M | 1.08% | 23 |
|
|
2018
Q1 | $95.3M | Buy |
617,411
+81,007
| +15% | +$12.5M | 0.99% | 29 |
|
|
2017
Q4 | $92.1M | Sell |
536,404
-28,739
| -5% | -$4.94M | 0.91% | 29 |
|
|
2017
Q3 | $91M | Buy |
565,143
+3,409
| +0.6% | +$549K | 1.41% | 22 |
|
|
2017
Q2 | $90.9M | Buy |
561,734
+6,054
| +1% | +$979K | 1.43% | 21 |
|
|
2017
Q1 | $95.5M | Buy |
555,680
+50,616
| +10% | +$8.7M | 1.53% | 17 |
|
|
2016
Q4 | $89.7M | Buy |
505,064
+205,714
| +69% | +$36.5M | 1.5% | 20 |
|
|
2016
Q3 | $62M | Buy |
299,350
+5,112
| +2% | +$1.06M | 1.11% | 34 |
|
|
2016
Q2 | $63.8M | Buy |
294,238
+25,877
| +10% | +$5.61M | 1.19% | 29 |
|
|
2016
Q1 | $55.7M | Buy |
+268,361
| New | +$55.7M | 1.08% | 32 |
|
|
2015
Q4 | – | Sell |
-4,400
| Closed | -$808K | – | 429 |
|
|
2015
Q3 | $808K | Buy |
+4,400
| New | +$808K | 0.02% | 305 |
|