Hennion & Walsh Asset Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
10,689
+583
| +6% | +$93.7K | 0.07% | 345 |
|
|
2025
Q1 | $1.68M | Buy |
10,106
+1,797
| +22% | +$298K | 0.07% | 321 |
|
|
2024
Q4 | $1.43M | Buy |
8,309
+90
| +1% | +$15.5K | 0.06% | 375 |
|
|
2024
Q3 | $1.39M | Buy |
8,219
+1,871
| +29% | +$316K | 0.06% | 377 |
|
|
2024
Q2 | $964K | Buy |
6,348
+1,893
| +42% | +$287K | 0.05% | 428 |
|
|
2024
Q1 | $697K | Buy |
4,455
+1,576
| +55% | +$247K | 0.04% | 497 |
|
|
2023
Q4 | $411K | Buy |
2,879
+263
| +10% | +$37.5K | 0.02% | 596 |
|
|
2023
Q3 | $283K | Buy |
+2,616
| New | +$283K | 0.02% | 662 |
|