Mercer Global Advisors’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 | $27.6M | Sell |
171,635
-1,331
| -0.8% | -$214K | 0.06% | 160 |
|
|
2025
Q1 | $28.7M | Buy |
172,966
+30,772
| +22% | +$5.11M | 0.07% | 167 |
|
|
2024
Q4 | $24.5M | Buy |
142,194
+27,529
| +24% | +$4.74M | 0.06% | 178 |
|
|
2024
Q3 | $19.4M | Buy |
114,665
+5,348
| +5% | +$907K | 0.05% | 213 |
|
|
2024
Q2 | $16.6M | Buy |
109,317
+1,867
| +2% | +$283K | 0.05% | 219 |
|
|
2024
Q1 | $16.8M | Buy |
107,450
+5,514
| +5% | +$863K | 0.05% | 220 |
|
|
2023
Q4 | $14.5M | Buy |
101,936
+8,911
| +10% | +$1.27M | 0.04% | 236 |
|
|
2023
Q3 | $10.1M | Buy |
93,025
+9,960
| +12% | +$1.08M | 0.04% | 271 |
|
|
2023
Q2 | $9.59M | Buy |
83,065
+3,097
| +4% | +$358K | 0.04% | 303 |
|
|
2023
Q1 | $8.95M | Buy |
79,968
+8,107
| +11% | +$908K | 0.04% | 289 |
|
|
2022
Q4 | $8.44M | Buy |
71,861
+5,113
| +8% | +$601K | 0.04% | 306 |
|
|
2022
Q3 | $5.99M | Buy |
66,748
+4,654
| +7% | +$418K | 0.04% | 334 |
|
|
2022
Q2 | $5.89M | Buy |
62,094
+14,250
| +30% | +$1.35M | 0.04% | 326 |
|
|
2022
Q1 | $6.29M | Buy |
47,844
+20,335
| +74% | +$2.68M | 0.04% | 327 |
|
|
2021
Q4 | $4.4M | Buy |
27,509
+1,412
| +5% | +$226K | 0.03% | 409 |
|
|
2021
Q3 | $3.39M | Buy |
26,097
+5,422
| +26% | +$705K | 0.02% | 452 |
|
|
2021
Q2 | $2.7M | Buy |
20,675
+8,267
| +67% | +$1.08M | 0.02% | 476 |
|
|
2021
Q1 | $1.41M | Sell |
12,408
-551
| -4% | -$62.7K | 0.01% | 658 |
|
|
2020
Q4 | $1.11M | Buy |
12,959
+177
| +1% | +$15.1K | 0.01% | 576 |
|
|
2020
Q3 | $827K | Buy |
12,782
+1,209
| +10% | +$78.2K | 0.01% | 606 |
|
|
2020
Q2 | $791K | Buy |
11,573
+404
| +4% | +$27.6K | 0.01% | 538 |
|
|
2020
Q1 | $613K | Buy |
11,169
+8,542
| +325% | +$469K | 0.01% | 610 |
|
|
2019
Q4 | $391K | Sell |
2,627
-559
| -18% | -$83.2K | 0.01% | 818 |
|
|
2019
Q3 | $495K | Buy |
+3,186
| New | +$495K | 0.01% | 700 |
|
|
2019
Q2 | – | Sell |
-1,373
| Closed | -$250K | – | 1191 |
|
|
2019
Q1 | $250K | Buy |
+1,373
| New | +$250K | 0.01% | 896 |
|