Morningstar Investment Management’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 | $872K | Buy |
+5,422
| New | +$872K | 0.08% | 78 |
|
|
2025
Q1 | – | Sell |
-5,123
| Closed | -$882K | – | 198 |
|
|
2024
Q4 | $882K | Sell |
5,123
-212
| -4% | -$36.5K | 0.07% | 83 |
|
|
2024
Q3 | $916K | Buy |
5,335
+2,794
| +110% | +$480K | 0.09% | 98 |
|
|
2024
Q2 | $386K | Sell |
2,541
-812
| -24% | -$123K | 0.04% | 143 |
|
|
2024
Q1 | $525K | Hold |
3,353
| – | – | 0.06% | 122 |
|
|
2023
Q4 | $478K | Sell |
3,353
-867
| -21% | -$124K | 0.05% | 127 |
|
|
2023
Q3 | $456K | Buy |
4,220
+121
| +3% | +$13.1K | 0.06% | 103 |
|
|
2023
Q2 | $473K | Buy |
4,099
+1,157
| +39% | +$134K | 0.06% | 103 |
|
|
2023
Q1 | $329K | Buy |
2,942
+275
| +10% | +$30.8K | 0.05% | 71 |
|
|
2022
Q4 | $313K | Buy |
+2,667
| New | +$313K | 0.05% | 73 |
|