Pacific Heights Asset 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
Q2 | $16.1M | Hold |
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|
2025
Q1 | $16.6M | Sell |
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|
2024
Q4 | $5.25M | Buy |
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|
2024
Q3 | $16.9M | Hold |
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|
2024
Q2 | $15.2M | Hold |
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|
2024
Q1 | $15.6M | Hold |
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|
2023
Q4 | $14.3M | Hold |
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|
2023
Q3 | $10.8M | Hold |
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|
2023
Q2 | $11.5M | Hold |
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|
2023
Q1 | $11.2M | Hold |
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|
2022
Q4 | $11.7M | Hold |
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|
2022
Q3 | $8.97M | Hold |
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|
2022
Q2 | $9.49M | Hold |
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|
2022
Q1 | $13.2M | Hold |
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|
2021
Q4 | $16M | Hold |
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|
2021
Q3 | $13M | Hold |
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|
2021
Q2 | $13M | Hold |
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|
2021
Q1 | $11.4M | Hold |
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|
2020
Q4 | $8.53M | Buy |
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|
2020
Q3 | $3.23M | Buy |
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