JIC
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Joel Isaacson & Co’s Simon Property Group SPG Stock Holding History

Joel Isaacson & Co’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$640K Hold
3,978
– – 0.03% 221
2025
Q1 		$661K Hold
3,978
– – 0.03% 207
2024
Q4 		$685K Buy
3,978
+582
+17% +$100K 0.03% 194
2024
Q3 		$574K Sell
3,396
-60
-2% -$10.1K 0.03% 197
2024
Q2 		$525K Hold
3,456
– – 0.03% 205
2024
Q1 		$541K Buy
3,456
+60
+2% +$9.39K 0.03% 201
2023
Q4 		$484K Hold
3,396
– – 0.03% 195
2023
Q3 		$367K Hold
3,396
– – 0.03% 220
2023
Q2 		$392K Hold
3,396
– – 0.03% 217
2023
Q1 		$380K Sell
3,396
-130
-4% -$14.6K 0.03% 216
2022
Q4 		$414K Buy
3,526
+130
+4% +$15.3K 0.03% 205
2022
Q3 		$305K Hold
3,396
– – 0.03% 227
2022
Q2 		$322K Hold
3,396
– – 0.03% 221
2022
Q1 		$434K Hold
3,396
– – 0.03% 195
2021
Q4 		$543K Hold
3,396
– – 0.04% 175
2021
Q3 		$441K Buy
+3,396
New +$441K 0.03% 195
2016
Q4 		– Sell
-335
Closed -$69K – 698
2016
Q3 		$69K Hold
335
– – 0.01% 281
2016
Q2 		$73K Hold
335
– – 0.02% 273
2016
Q1 		$70K Hold
335
– – 0.02% 289
2015
Q4 		$65K Hold
335
– – 0.02% 293
2015
Q3 		$62K Hold
335
– – 0.02% 306
2015
Q2 		$58K Hold
335
– – 0.01% 340
2015
Q1 		$66K Hold
335
– – 0.02% 324
2014
Q4 		$61K Buy
335
+95
+40% +$17.3K 0.02% 300
2014
Q3 		$39K Hold
240
– – 0.01% 337
2014
Q2 		$40K Sell
240
-15
-6% -$2.5K 0.01% 331
2014
Q1 		$39K Hold
255
– – 0.01% 328
2013
Q4 		$37K Hold
255
– – 0.01% 310
2013
Q3 		$36K Buy
+255
New +$36K 0.01% 299