Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Simon Property Group SPG Stock Holding History

Kovitz Investment Group Partners’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 		$232K Sell
1,444
-72
-5% -$11.6K ﹤0.01% 1229
2025
Q1 		$252K Buy
1,516
+152
+11% +$25.3K ﹤0.01% 1098
2024
Q4 		$236K Buy
+1,364
New +$236K ﹤0.01% 1109