Morgan Stanley
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Morgan Stanley’s Simon Property Group SPG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$847M Sell
5,271,271
-123,012
-2% -$19.8M 0.06% 333
2025
Q1
$896M Sell
5,394,283
-106,443
-2% -$17.7M 0.06% 288
2024
Q4
$947M Sell
5,500,726
-50,728
-0.9% -$8.74M 0.07% 266
2024
Q3
$938M Sell
5,551,454
-150,016
-3% -$25.4M 0.07% 265
2024
Q2
$865M Buy
5,701,470
+89,512
+2% +$13.6M 0.07% 259
2024
Q1
$878M Sell
5,611,958
-5,951,976
-51% -$931M 0.07% 256
2023
Q4
$1.65B Buy
11,563,934
+5,723,393
+98% +$816M 0.07% 252
2023
Q3
$631M Buy
5,840,541
+12,399
+0.2% +$1.34M 0.06% 283
2023
Q2
$673M Sell
5,828,142
-138,389
-2% -$16M 0.07% 279
2023
Q1
$668M Sell
5,966,531
-533,774
-8% -$59.8M 0.07% 268
2022
Q4
$764M Buy
6,500,305
+421,554
+7% +$49.5M 0.09% 226
2022
Q3
$546M Buy
6,078,751
+590,280
+11% +$53M 0.07% 255
2022
Q2
$521M Buy
5,488,471
+1,194,934
+28% +$113M 0.07% 280
2022
Q1
$565M Buy
4,293,537
+54,081
+1% +$7.11M 0.08% 244
2021
Q4
$677M Buy
4,239,456
+572,970
+16% +$91.5M 0.08% 231
2021
Q3
$477M Sell
3,666,486
-736,383
-17% -$95.7M 0.06% 276
2021
Q2
$574M Buy
4,402,869
+1,590,556
+57% +$208M 0.08% 234
2021
Q1
$320M Sell
2,812,313
-1,285,628
-31% -$146M 0.05% 341
2020
Q4
$349M Sell
4,097,941
-1,945,087
-32% -$166M 0.05% 302
2020
Q3
$391M Sell
6,043,028
-159,800
-3% -$10.3M 0.08% 229
2020
Q2
$424M Buy
6,202,828
+1,313,121
+27% +$89.8M 0.09% 199
2020
Q1
$268M Buy
4,889,707
+482,150
+11% +$26.5M 0.07% 242
2019
Q4
$657M Sell
4,407,557
-96,984
-2% -$14.4M 0.15% 138
2019
Q3
$701M Buy
4,504,541
+54,843
+1% +$8.54M 0.19% 122
2019
Q2
$711M Sell
4,449,698
-796,926
-15% -$127M 0.19% 119
2019
Q1
$956M Sell
5,246,624
-411,104
-7% -$74.9M 0.27% 90
2018
Q4
$950M Sell
5,657,728
-1,281,094
-18% -$215M 0.28% 84
2018
Q3
$1.23B Sell
6,938,822
-777,236
-10% -$137M 0.31% 61
2018
Q2
$1.31B Sell
7,716,058
-829,548
-10% -$141M 0.35% 49
2018
Q1
$1.32B Sell
8,545,606
-115,934
-1% -$17.9M 0.37% 53
2017
Q4
$1.49B Buy
8,661,540
+303,219
+4% +$52.1M 0.41% 39
2017
Q3
$1.35B Sell
8,358,321
-626,394
-7% -$101M 0.4% 40
2017
Q2
$1.45B Buy
8,984,715
+603,551
+7% +$97.6M 0.44% 34
2017
Q1
$1.44B Sell
8,381,164
-848,222
-9% -$146M 0.44% 30
2016
Q4
$1.64B Buy
9,229,386
+445,727
+5% +$79.2M 0.54% 21
2016
Q3
$1.82B Sell
8,783,659
-279,987
-3% -$58M 0.62% 13
2016
Q2
$1.97B Sell
9,063,646
-226,408
-2% -$49.1M 0.71% 11
2016
Q1
$1.93B Buy
9,290,054
+35,442
+0.4% +$7.36M 0.74% 10
2015
Q4
$1.8B Sell
9,254,612
-61,341
-0.7% -$11.9M 0.65% 12
2015
Q3
$1.71B Sell
9,315,953
-386,730
-4% -$71M 0.63% 10
2015
Q2
$1.68B Buy
9,702,683
+595,592
+7% +$103M 0.58% 15
2015
Q1
$1.78B Sell
9,107,091
-474,128
-5% -$92.8M 0.66% 10
2014
Q4
$1.74B Sell
9,581,219
-244,839
-2% -$44.6M 0.64% 13
2014
Q3
$1.62B Sell
9,826,058
-121,684
-1% -$20M 0.62% 10
2014
Q2
$1.65B Buy
9,947,742
+200,608
+2% +$33.4M 0.65% 8
2014
Q1
$1.6B Sell
9,747,134
-99,359
-1% -$16.3M 0.67% 9
2013
Q4
$1.5B Sell
9,846,493
-17,912
-0.2% -$2.73M 0.64% 12
2013
Q3
$1.46B Buy
9,864,405
+116,289
+1% +$17.2M 0.69% 11
2013
Q2
$1.54B Buy
+9,748,116
New +$1.54B 0.78% 9