Logan Capital Management’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
Q3 | $239K | Hold |
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|
2025
Q2 | $205K | Hold |
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|
2025
Q1 | $212K | Hold |
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|
2024
Q4 | $220K | Buy |
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|
2024
Q3 | $215K | Hold |
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|
2024
Q2 | $193K | Hold |
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|
2024
Q1 | $199K | Hold |
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|
2023
Q4 | $181K | Hold |
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|
2023
Q3 | $137K | Hold |
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|
2023
Q2 | $147K | Hold |
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|
2023
Q1 | $142K | Hold |
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|
2022
Q4 | $149K | Hold |
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|
2022
Q3 | $114K | Hold |
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|
2022
Q2 | $121K | Hold |
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|
2022
Q1 | $167K | Sell |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q3 | $14K | Hold |
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|
2021
Q2 | $14K | Buy |
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|
2021
Q1 | $0 | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $240K | Sell |
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|
2019
Q2 | $466K | Hold |
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|
2019
Q1 | $532K | Hold |
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|
2018
Q4 | $491K | Hold |
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|
2018
Q3 | $516K | Buy |
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|
2018
Q2 | $412K | Hold |
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|
2018
Q1 | $374K | Hold |
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|
2017
Q4 | $416K | Hold |
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|
2017
Q3 | $390K | Hold |
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|
2017
Q2 | $391K | Sell |
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|
2017
Q1 | $419K | Buy |
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|
2016
Q4 | $430K | Hold |
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|
2016
Q3 | $501K | Hold |
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|
2016
Q2 | $525K | Hold |
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|
2016
Q1 | $503K | Hold |
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|
2015
Q4 | $471K | Hold |
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|
2015
Q3 | $445K | Hold |
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|
2015
Q2 | $419K | Hold |
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|
2015
Q1 | $473K | Hold |
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|
2014
Q4 | $441K | Hold |
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|
2014
Q3 | $398K | Hold |
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|
2014
Q2 | $402K | Sell |
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|
2014
Q1 | $397K | Hold |
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|
2013
Q4 | $368K | Hold |
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|
2013
Q3 | $359K | Hold |
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|
2013
Q2 | $377K | Buy |
|