Kayne Anderson Rudnick Investment 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.1K | Buy |
75
+10
| +15% | +$1.61K | ﹤0.01% | 706 |
|
2025
Q1 | $10.8K | Sell |
65
-17
| -21% | -$2.84K | ﹤0.01% | 682 |
|
2024
Q4 | $14.2K | Buy |
82
+17
| +26% | +$2.95K | ﹤0.01% | 656 |
|
2024
Q3 | $11K | Sell |
65
-7
| -10% | -$1.19K | ﹤0.01% | 670 |
|
2024
Q2 | $11K | Buy |
72
+7
| +11% | +$1.07K | ﹤0.01% | 630 |
|
2024
Q1 | $10.2K | Sell |
65
-1
| -2% | -$157 | ﹤0.01% | 630 |
|
2023
Q4 | $9.45K | Buy |
66
+27
| +69% | +$3.87K | ﹤0.01% | 615 |
|
2023
Q3 | $4.21K | Hold |
39
| – | – | ﹤0.01% | 632 |
|
2023
Q2 | $4.5K | Buy |
39
+33
| +550% | +$3.81K | ﹤0.01% | 628 |
|
2023
Q1 | $672 | Buy |
+6
| New | +$672 | ﹤0.01% | 666 |
|
2022
Q1 | – | Sell |
-5
| Closed | -$1K | – | 717 |
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 627 |
|
2020
Q4 | – | Sell |
-9,436
| Closed | -$610K | – | 725 |
|
2020
Q3 | $610K | Sell |
9,436
-9,037
| -49% | -$584K | ﹤0.01% | 334 |
|
2020
Q2 | $1.26M | Buy |
18,473
+12
| +0.1% | +$820 | 0.01% | 299 |
|
2020
Q1 | $1.01M | Buy |
18,461
+12,083
| +189% | +$663K | 0.01% | 292 |
|
2019
Q4 | $950K | Sell |
6,378
-4,281
| -40% | -$638K | ﹤0.01% | 308 |
|
2019
Q3 | $1.66M | Buy |
10,659
+502
| +5% | +$78.1K | 0.01% | 277 |
|
2019
Q2 | $1.62M | Sell |
10,157
-250
| -2% | -$39.9K | 0.01% | 274 |
|
2019
Q1 | $1.9M | Buy |
10,407
+2,837
| +37% | +$517K | 0.01% | 256 |
|
2018
Q4 | $1.27M | Sell |
7,570
-1,548
| -17% | -$260K | 0.01% | 281 |
|
2018
Q3 | $1.61M | Sell |
9,118
-589
| -6% | -$104K | 0.01% | 266 |
|
2018
Q2 | $1.65M | Buy |
+9,707
| New | +$1.65M | 0.01% | 272 |
|
2016
Q4 | – | Sell |
-16,993
| Closed | -$3.52M | – | 341 |
|
2016
Q3 | $3.52M | Buy |
16,993
+2,553
| +18% | +$529K | 0.04% | 204 |
|
2016
Q2 | $3.13M | Buy |
14,440
+2,220
| +18% | +$482K | 0.05% | 203 |
|
2016
Q1 | $2.54M | Buy |
12,220
+5,824
| +91% | +$1.21M | 0.04% | 205 |
|
2015
Q4 | $1.24M | Buy |
6,396
+4,608
| +258% | +$896K | 0.02% | 253 |
|
2015
Q3 | $328K | Buy |
+1,788
| New | +$328K | 0.01% | 304 |
|