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