Muzinich & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $157K | Buy |
843
+544
| +182% | +$104K | 0.06% | 29 |
|
|
2025
Q4 | $55.3K | Sell |
299
-432
| -59% | -$78.5K | 0.02% | 28 |
|
|
2025
Q3 | $137K | Hold |
731
| – | – | 0.05% | 31 |
|
|
2025
Q2 | $118K | Hold |
731
| – | – | 0.05% | 50 |
|
|
2025
Q1 | $121K | Hold |
731
| – | – | 0.07% | 46 |
|
|
2024
Q4 | $126K | Hold |
731
| – | – | 0.09% | 50 |
|
|
2024
Q3 | $124K | Hold |
731
| – | – | 0.1% | 43 |
|
|
2024
Q2 | $111K | Buy |
731
+365
| +100% | +$53.8K | 0.09% | 34 |
|
|
2024
Q1 | $52.2K | Hold |
366
| – | – | 0.05% | 59 |
|
|
2023
Q4 | $52.2K | Hold |
366
| – | – | 0.05% | 59 |
|
|
2023
Q3 | $39.5K | Buy |
366
+81
| +28% | +$9.49K | 0.03% | 63 |
|
|
2023
Q2 | $32.9K | Hold |
285
| – | – | 0.03% | 63 |
|
|
2023
Q1 | $31.9K | Buy |
285
+70
| +33% | +$8.36K | 0.03% | 54 |
|
|
2022
Q4 | $25.3K | Buy |
+215
| New | +$23.9K | 0.02% | 50 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 66 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 55 |
|
|
2020
Q1 | – | Sell |
-249
| Closed | -$37K | – | 67 |
|
|
2019
Q4 | $37K | Hold |
249
| – | – | 0.02% | 46 |
|
|
2019
Q3 | $38K | Sell |
249
-47
| -16% | -$7.31K | 0.01% | 52 |
|
|
2019
Q2 | $47K | Sell |
296
-180
| -38% | -$31K | 0.02% | 56 |
|
|
2019
Q1 | $87 | Hold |
476
| – | – | 0.01% | 67 |
|
|
2018
Q4 | $80K | Hold |
476
| – | – | 0.02% | 57 |
|
|
2018
Q3 | $84K | Hold |
476
| – | – | 0.02% | 37 |
|
|
2018
Q2 | $81K | Buy |
476
+161
| +51% | +$25.6K | 0.02% | 40 |
|
|
2018
Q1 | $49K | Sell |
315
-325
| -51% | -$51.7K | 0.01% | 40 |
|
|
2017
Q4 | $110K | Hold |
640
| – | – | 0.01% | 38 |
|
|
2017
Q3 | $103K | Hold |
640
| – | – | 0.01% | 42 |
|
|
2017
Q2 | $104K | Hold |
640
| – | – | 0.01% | 46 |
|
|
2017
Q1 | $110K | Sell |
640
-100
| -14% | -$17.9K | 0.01% | 43 |
|
|
2016
Q4 | $131K | Hold |
740
| – | – | 0.02% | 42 |
|
|
2016
Q3 | $153K | Sell |
740
-708
| -49% | -$154K | 0.04% | 36 |
|
|
2016
Q2 | $314K | Sell |
1,448
-5,744
| -80% | -$1.17M | 0.14% | 35 |
|
|
2016
Q1 | $1.49M | Buy |
+7,192
| New | +$1.38M | 0.66% | 28 |
|
Other funds holding SPG
VPM
VCM
