Franklin Resources’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 | $90.9M | Sell |
565,403
-179,626
| -24% | -$28.9M | 0.02% | 444 |
|
2025
Q1 | $124M | Sell |
745,029
-12,342
| -2% | -$2.05M | 0.04% | 391 |
|
2024
Q4 | $130M | Sell |
757,371
-62,550
| -8% | -$10.8M | 0.04% | 388 |
|
2024
Q3 | $141M | Sell |
819,921
-6,421
| -0.8% | -$1.1M | 0.04% | 373 |
|
2024
Q2 | $125M | Sell |
826,342
-24,570
| -3% | -$3.73M | 0.04% | 362 |
|
2024
Q1 | $133M | Buy |
850,912
+287,087
| +51% | +$44.9M | 0.04% | 347 |
|
2023
Q4 | $80.4M | Buy |
563,825
+323,168
| +134% | +$46.1M | 0.04% | 384 |
|
2023
Q3 | $26M | Sell |
240,657
-2,060
| -0.8% | -$223K | 0.01% | 672 |
|
2023
Q2 | $28M | Sell |
242,717
-31,321
| -11% | -$3.62M | 0.01% | 688 |
|
2023
Q1 | $30.7M | Buy |
274,038
+7,112
| +3% | +$796K | 0.02% | 660 |
|
2022
Q4 | $31.4M | Buy |
266,926
+85,616
| +47% | +$10.1M | 0.02% | 660 |
|
2022
Q3 | $16.3M | Sell |
181,310
-24,598
| -12% | -$2.21M | 0.01% | 823 |
|
2022
Q2 | $19.5M | Buy |
205,908
+7,908
| +4% | +$751K | 0.01% | 801 |
|
2022
Q1 | $26M | Sell |
198,000
-8,583
| -4% | -$1.13M | 0.01% | 782 |
|
2021
Q4 | $33M | Buy |
206,583
+11,276
| +6% | +$1.8M | 0.01% | 755 |
|
2021
Q3 | $25.4M | Buy |
195,307
+7,374
| +4% | +$958K | 0.01% | 835 |
|
2021
Q2 | $24.5M | Sell |
187,933
-193,208
| -51% | -$25.2M | 0.01% | 814 |
|
2021
Q1 | $43.4M | Sell |
381,141
-44,230
| -10% | -$5.03M | 0.02% | 662 |
|
2020
Q4 | $36.3M | Sell |
425,371
-17,563
| -4% | -$1.5M | 0.02% | 676 |
|
2020
Q3 | $28.7M | Sell |
442,934
-2,299
| -0.5% | -$149K | 0.01% | 678 |
|
2020
Q2 | $27.6M | Buy |
445,233
+75,375
| +20% | +$4.68M | 0.01% | 664 |
|
2020
Q1 | $20.3M | Sell |
369,858
-44,418
| -11% | -$2.44M | 0.01% | 668 |
|
2019
Q4 | $61.7M | Buy |
414,276
+9,080
| +2% | +$1.35M | 0.03% | 504 |
|
2019
Q3 | $63.1M | Sell |
405,196
-10,233
| -2% | -$1.59M | 0.03% | 473 |
|
2019
Q2 | $66.4M | Sell |
415,429
-30,741
| -7% | -$4.91M | 0.04% | 485 |
|
2019
Q1 | $81.3M | Sell |
446,170
-22,758
| -5% | -$4.15M | 0.04% | 420 |
|
2018
Q4 | $78.8M | Sell |
468,928
-27,229
| -5% | -$4.57M | 0.05% | 381 |
|
2018
Q3 | $87.7M | Sell |
496,157
-172,434
| -26% | -$30.5M | 0.04% | 398 |
|
2018
Q2 | $114M | Buy |
668,591
+41,033
| +7% | +$6.98M | 0.06% | 332 |
|
2018
Q1 | $96.9M | Buy |
627,558
+60,134
| +11% | +$9.28M | 0.05% | 369 |
|
2017
Q4 | $97.5M | Buy |
567,424
+12,037
| +2% | +$2.07M | 0.05% | 372 |
|
2017
Q3 | $89.4M | Buy |
555,387
+161,650
| +41% | +$26M | 0.04% | 390 |
|
2017
Q2 | $63.7M | Sell |
393,737
-10,655
| -3% | -$1.72M | 0.03% | 472 |
|
2017
Q1 | $69.6M | Sell |
404,392
-30,539
| -7% | -$5.25M | 0.04% | 435 |
|
2016
Q4 | $77.3M | Sell |
434,931
-101,186
| -19% | -$18M | 0.04% | 417 |
|
2016
Q3 | $111M | Buy |
536,117
+490
| +0.1% | +$101K | 0.06% | 324 |
|
2016
Q2 | $116M | Sell |
535,627
-20,337
| -4% | -$4.41M | 0.06% | 321 |
|
2016
Q1 | $115M | Buy |
555,964
+10,224
| +2% | +$2.12M | 0.06% | 312 |
|
2015
Q4 | $106M | Sell |
545,740
-12,862
| -2% | -$2.5M | 0.05% | 349 |
|
2015
Q3 | $103M | Sell |
558,602
-25,999
| -4% | -$4.78M | 0.05% | 340 |
|
2015
Q2 | $101M | Sell |
584,601
-17,705
| -3% | -$3.06M | 0.05% | 389 |
|
2015
Q1 | $118M | Buy |
602,306
+15,600
| +3% | +$3.05M | 0.05% | 348 |
|
2014
Q4 | $107M | Sell |
586,706
-67,016
| -10% | -$12.2M | 0.05% | 363 |
|
2014
Q3 | $107M | Sell |
653,722
-3,179
| -0.5% | -$523K | 0.05% | 355 |
|
2014
Q2 | $109M | Buy |
656,901
+738
| +0.1% | +$123K | 0.05% | 365 |
|
2014
Q1 | $101M | Sell |
656,163
-21,853
| -3% | -$3.37M | 0.05% | 370 |
|
2013
Q4 | $97.1M | Sell |
678,016
-23,447
| -3% | -$3.36M | 0.05% | 377 |
|
2013
Q3 | $97.8M | Sell |
701,463
-32,033
| -4% | -$4.47M | 0.05% | 353 |
|
2013
Q2 | $109M | Buy |
+733,496
| New | +$109M | 0.06% | 301 |
|