Pinnacle Associates’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
Q3 | $1.17M | Buy |
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|
2025
Q2 | $857K | Buy |
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|
2025
Q1 | $777K | Buy |
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|
2024
Q4 | $729K | Buy |
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|
2024
Q3 | $314K | Sell |
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|
2024
Q2 | $453K | Buy |
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|
2024
Q1 | $369K | Buy |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $239K | Buy |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $251K | Buy |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $321K | Sell |
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|
2021
Q4 | $403K | Sell |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $324K | Sell |
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|
2021
Q1 | $313K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $335K | Sell |
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|
2020
Q1 | $272K | Buy |
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|
2019
Q4 | $593K | Sell |
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|
2019
Q3 | $657K | Buy |
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|
2019
Q2 | $663K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $225K | Hold |
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|
2014
Q4 | $209K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $270K | Buy |
|