HGI Capital Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,917
| Closed | -$456K | – | 40 |
|
|
2024
Q1 | $456K | Buy |
+2,917
| New | +$456K | 0.49% | 36 |
|
|
2022
Q1 | – | Sell |
-50,340
| Closed | -$8.04M | – | 79 |
|
|
2021
Q4 | $8.04M | Buy |
+50,340
| New | +$8.04M | 2.88% | 8 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 60 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 61 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 74 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 65 |
|
|
2018
Q4 | – | Sell |
-3,986
| Closed | -$705K | – | 49 |
|
|
2018
Q3 | $705K | Buy |
+3,986
| New | +$705K | 0.49% | 27 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 54 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 25 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 28 |
|
|
2016
Q4 | – | Sell |
-5,961
| Closed | -$1.23M | – | 26 |
|
|
2016
Q3 | $1.23M | Sell |
5,961
-5,643
| -49% | -$1.17M | 2.04% | 22 |
|
|
2016
Q2 | $2.52M | Sell |
11,604
-4,679
| -29% | -$1.01M | 4.08% | 11 |
|
|
2016
Q1 | $3.38M | Buy |
+16,283
| New | +$3.38M | 5.39% | 5 |
|