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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $736K | Sell |
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|
2025
Q1 | $777K | Sell |
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|
2024
Q4 | $836K | Buy |
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|
2024
Q3 | $815K | Sell |
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|
2024
Q2 | $727K | Sell |
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|
2024
Q1 | $814K | Sell |
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|
2023
Q4 | $927K | Sell |
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|
2023
Q3 | $700K | Sell |
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|
2023
Q2 | $877K | Sell |
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|
2023
Q1 | $883K | Sell |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $822K | Buy |
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|
2022
Q2 | $795K | Buy |
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|
2022
Q1 | $485K | Buy |
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|
2021
Q4 | $532K | Buy |
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|
2021
Q3 | $385K | Buy |
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|
2021
Q2 | $355K | Buy |
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|
2021
Q1 | $277K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $219K | Buy |
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