Oliver Luxxe Assets’s Simon Property Group SPG Stock Holding History

Oliver Luxxe Assets’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.78M	Sell	34,797 -5,294	-13%	-$1.09M	1.15%	26
2026 Q1	$7.48M	Buy	40,091 +410	+1%	+$78.2K	1.12%	22
2025 Q4	$7.35M	Buy	39,681 +608	+2%	+$110K	1.12%	27
2025 Q3	$7.33M	Buy	39,073 +3,493	+10%	+$603K	1.16%	23
2025 Q2	$5.72M	Buy	35,580 +1,276	+4%	+$202K	1.02%	33
2025 Q1	$5.7M	Sell	34,304 -33,683	-50%	-$5.89M	1.06%	30
2024 Q4	$11.6M	Buy	67,987 +34,104	+101%	+$5.99M	1.03%	28
2024 Q3	$5.73M	Sell	33,883 -83	-0.2%	-$13.1K	1.02%	31
2024 Q2	$5.16M	Buy	33,966 +5,355	+19%	+$789K	1.09%	29
2024 Q1	$4.48M	Sell	28,611 -158	-0.5%	-$23.2K	0.94%	39
2023 Q4	$4.1M	Buy	+28,769	New	+$3.48M	0.96%	37
2022 Q2	–	Sell	-37,563	Closed	-$4.94M	–	206
2022 Q1	$4.94M	Sell	37,563 -1,865	-5%	-$266K	1.25%	16
2021 Q4	$6.3M	Sell	39,428 -4,055	-9%	-$619K	1.59%	7
2021 Q3	$5.65M	Buy	43,483 +2,199	+5%	+$286K	1.56%	8
2021 Q2	$5.39M	Buy	41,284 +1,442	+4%	+$179K	1.48%	8
2021 Q1	$4.53M	Buy	39,842 +237	+0.6%	+$24.7K	1.36%	12
2020 Q4	$3.29M	Buy	+39,605	New	+$3.02M	1.03%	32

Other funds holding SPG

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Vertrix Wealth Management Troy, Michigan $297M AUM