INVST’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-4,147
| Closed | -$768K | – | 382 |
|
|
2025
Q4 | $768K | Sell |
4,147
-311
| -7% | -$56.5K | 0.08% | 192 |
|
|
2025
Q3 | $837K | Sell |
4,458
-123
| -3% | -$21.2K | 0.1% | 173 |
|
|
2025
Q2 | $736K | Sell |
4,581
-95
| -2% | -$15K | 0.09% | 177 |
|
|
2025
Q1 | $777K | Sell |
4,676
-177
| -4% | -$30.9K | 0.11% | 150 |
|
|
2024
Q4 | $836K | Buy |
4,853
+29
| +0.6% | +$5.09K | 0.1% | 129 |
|
|
2024
Q3 | $815K | Sell |
4,824
-141
| -3% | -$22.3K | 0.1% | 130 |
|
|
2024
Q2 | $727K | Sell |
4,965
-340
| -6% | -$50.1K | 0.08% | 134 |
|
|
2024
Q1 | $814K | Sell |
5,305
-1,162
| -18% | -$170K | 0.1% | 121 |
|
|
2023
Q4 | $927K | Sell |
6,467
-17
| -0.3% | -$2.06K | 0.12% | 107 |
|
|
2023
Q3 | $700K | Sell |
6,484
-1,112
| -15% | -$130K | 0.1% | 117 |
|
|
2023
Q2 | $877K | Sell |
7,596
-391
| -5% | -$42.6K | 0.13% | 92 |
|
|
2023
Q1 | $883K | Sell |
7,987
-636
| -7% | -$75.9K | 0.14% | 85 |
|
|
2022
Q4 | $1.11M | Sell |
8,623
-266
| -3% | -$29.6K | 0.17% | 75 |
|
|
2022
Q3 | $822K | Buy |
8,889
+1,749
| +24% | +$179K | 0.14% | 84 |
|
|
2022
Q2 | $795K | Buy |
7,140
+3,037
| +74% | +$348K | 0.12% | 95 |
|
|
2022
Q1 | $485K | Buy |
4,103
+137
| +3% | +$19.5K | 0.08% | 117 |
|
|
2021
Q4 | $532K | Buy |
3,966
+1,002
| +34% | +$153K | 0.08% | 102 |
|
|
2021
Q3 | $385K | Buy |
2,964
+112
| +4% | +$14.6K | 0.06% | 133 |
|
|
2021
Q2 | $355K | Buy |
2,852
+575
| +25% | +$71.5K | 0.06% | 135 |
|
|
2021
Q1 | $277K | Buy |
+2,277
| New | +$238K | 0.05% | 156 |
|
|
2019
Q2 | – | Sell |
-1,199
| Closed | -$219K | – | 82 |
|
|
2019
Q1 | $219K | Buy |
+1,199
| New | +$213K | 0.11% | 61 |
|
Other funds holding SPG
VPM
VCM
