OFI Invest Asset 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 | $514K | Buy |
3,752
+219
| +6% | +$30K | 0.01% | 184 |
|
2025
Q1 | $543K | Buy |
3,533
+3
| +0.1% | +$461 | 0.01% | 233 |
|
2024
Q4 | $587K | Buy |
+3,530
| New | +$587K | 0.01% | 228 |
|
2024
Q2 | $521K | Buy |
3,681
+8
| +0.2% | +$1.13K | 0.01% | 224 |
|
2024
Q1 | $532K | Sell |
3,673
-457
| -11% | -$66.2K | 0.01% | 150 |
|
2023
Q4 | $533K | Sell |
4,130
-847
| -17% | -$109K | 0.02% | 147 |
|
2023
Q3 | $508K | Sell |
4,977
-80
| -2% | -$8.16K | 0.02% | 126 |
|
2023
Q2 | $584K | Sell |
5,057
-567,222
| -99% | -$65.5M | 0.02% | 88 |
|
2023
Q1 | $5.11M | Buy |
+572,279
| New | +$5.11M | 0.03% | 96 |
|