Mather Group’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
$485K Sell
3,016
-506
-14% -$81.3K 0.01% 397
2025
Q1
$585K Buy
3,522
+166
+5% +$27.6K 0.01% 345
2024
Q4
$578K Sell
3,356
-104
-3% -$17.9K 0.01% 325
2024
Q3
$585K Buy
3,460
+428
+14% +$72.3K 0.01% 333
2024
Q2
$475K Sell
3,032
-47
-2% -$7.36K 0.01% 425
2024
Q1
$439K Buy
3,079
+13
+0.4% +$1.86K 0.01% 365
2023
Q4
$437K Sell
3,066
-627
-17% -$89.4K 0.01% 379
2023
Q3
$399K Sell
3,693
-26
-0.7% -$2.81K 0.01% 374
2023
Q2
$429K Buy
+3,719
New +$429K 0.01% 376
2022
Q1
Sell
-1,362
Closed -$218K 471
2021
Q4
$218K Buy
+1,362
New +$218K ﹤0.01% 361