Highland Capital Management (Tennessee)’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 | $1.2M | Buy |
+7,438
| New | +$1.2M | 0.06% | 223 |
|
|
2025
Q1 | – | Sell |
-6,909
| Closed | -$1.19M | – | 426 |
|
|
2024
Q4 | $1.19M | Buy |
+6,909
| New | +$1.19M | 0.07% | 213 |
|
|
2022
Q3 | – | Sell |
-3,064
| Closed | -$291K | – | 336 |
|
|
2022
Q2 | $291K | Sell |
3,064
-964
| -24% | -$91.6K | 0.02% | 295 |
|
|
2022
Q1 | $530K | Hold |
4,028
| – | – | 0.03% | 275 |
|
|
2021
Q4 | $644K | Buy |
4,028
+1,000
| +33% | +$160K | 0.04% | 272 |
|
|
2021
Q3 | $394K | Buy |
+3,028
| New | +$394K | 0.02% | 295 |
|
|
2020
Q4 | – | Sell |
-16,869
| Closed | -$1.09M | – | 349 |
|
|
2020
Q3 | $1.09M | Buy |
16,869
+440
| +3% | +$28.5K | 0.08% | 211 |
|
|
2020
Q2 | $1.12M | Buy |
+16,429
| New | +$1.12M | 0.09% | 205 |
|
|
2019
Q1 | – | Sell |
-4,198
| Closed | -$705K | – | 345 |
|
|
2018
Q4 | $705K | Buy |
4,198
+565
| +16% | +$94.9K | 0.06% | 245 |
|
|
2018
Q3 | $642K | Buy |
3,633
+37
| +1% | +$6.54K | 0.05% | 253 |
|
|
2018
Q2 | $612K | Sell |
3,596
-49
| -1% | -$8.34K | 0.05% | 272 |
|
|
2018
Q1 | $563K | Sell |
3,645
-1,314
| -26% | -$203K | 0.04% | 270 |
|
|
2017
Q4 | $852K | Buy |
4,959
+1,514
| +44% | +$260K | 0.06% | 210 |
|
|
2017
Q3 | $555K | Sell |
3,445
-3
| -0.1% | -$483 | 0.04% | 255 |
|
|
2017
Q2 | $558K | Buy |
3,448
+1,304
| +61% | +$211K | 0.04% | 268 |
|
|
2017
Q1 | $369K | Sell |
2,144
-536
| -20% | -$92.3K | 0.03% | 274 |
|
|
2016
Q4 | $476K | Sell |
2,680
-810
| -23% | -$144K | 0.04% | 262 |
|
|
2016
Q3 | $722K | Buy |
3,490
+38
| +1% | +$7.86K | 0.06% | 247 |
|
|
2016
Q2 | $749K | Buy |
+3,452
| New | +$749K | 0.06% | 237 |
|
|
2015
Q4 | – | Sell |
-40
| Closed | -$7K | – | 521 |
|
|
2015
Q3 | $7K | Hold |
40
| – | – | ﹤0.01% | 524 |
|
|
2015
Q2 | $7K | Buy |
+40
| New | +$7K | ﹤0.01% | 551 |
|