Novare Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $410K | Buy |
|
|||||
|
2025
Q2 | $348K | Buy |
|
|||||
|
2025
Q1 | $357K | Hold |
|
|||||
|
2024
Q4 | $370K | Sell |
|
|||||
|
2024
Q3 | $372K | Hold |
|
|||||
|
2024
Q2 | $334K | Sell |
|
|||||
|
2024
Q1 | $414K | Buy |
|
|||||
|
2023
Q4 | $315K | Hold |
|
|||||
|
2023
Q3 | $239K | Hold |
|
|||||
|
2023
Q2 | $255K | Hold |
|
|||||
|
2023
Q1 | $247K | Buy |
|
|||||
|
2022
Q4 | $248K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $200K | Sell |
|
|||||
|
2022
Q1 | $284K | Buy |
|
|||||
|
2021
Q4 | $265K | Sell |
|
|||||
|
2021
Q3 | $302K | Sell |
|
|||||
|
2021
Q2 | $304K | Buy |
|