Grassi Investment Management’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 | $3.34M | Sell |
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|
2025
Q1 | $3.66M | Buy |
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|
2024
Q4 | $3.79M | Sell |
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|
2024
Q3 | $3.74M | Sell |
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|
2024
Q2 | $3.37M | Sell |
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|
2024
Q1 | $3.61M | Sell |
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|
2023
Q4 | $3.31M | Sell |
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|
2023
Q3 | $2.61M | Sell |
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|
2023
Q2 | $2.82M | Sell |
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|
2023
Q1 | $2.95M | Buy |
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|
2022
Q4 | $2.97M | Buy |
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|
2022
Q3 | $2.26M | Buy |
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|
2022
Q2 | $2.3M | Buy |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $3.01M | Buy |
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|
2021
Q3 | $2.27M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $315K | Buy |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $605K | Hold |
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|
2019
Q3 | $632K | Hold |
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|
2019
Q2 | $649K | Hold |
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|
2019
Q1 | $740K | Hold |
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|
2018
Q4 | $682K | Hold |
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|
2018
Q3 | $718K | Hold |
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|
2018
Q2 | $691K | Buy |
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|
2018
Q1 | $617K | Hold |
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|
2017
Q4 | $686K | Hold |
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|
2017
Q3 | $643K | Hold |
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|
2017
Q2 | $646K | Hold |
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|
2017
Q1 | $687K | Hold |
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|
2016
Q4 | $710K | Hold |
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|
2016
Q3 | $827K | Hold |
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|
2016
Q2 | $867K | Hold |
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|
2016
Q1 | $830K | Buy |
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|
2015
Q4 | $743K | Hold |
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|
2015
Q3 | $702K | Hold |
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|
2015
Q2 | $661K | Hold |
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|
2015
Q1 | $747K | Hold |
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|
2014
Q4 | $696K | Sell |
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|
2014
Q3 | $727K | Hold |
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|
2014
Q2 | $735K | Sell |
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|
2014
Q1 | $725K | Hold |
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|
2013
Q4 | $673K | Buy |
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|
2013
Q3 | $596K | Hold |
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|
2013
Q2 | $635K | Buy |
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