Optas LLC’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
$308K Buy
1,917
+105
+6% +$16.9K 0.06% 216
2025
Q1
$301K Buy
1,812
+102
+6% +$16.9K 0.05% 203
2024
Q4
$294K Sell
1,710
-55
-3% -$9.47K 0.06% 183
2024
Q3
$298K Buy
1,765
+427
+32% +$72.2K 0.07% 171
2024
Q2
$203K Buy
+1,338
New +$203K 0.05% 194