PIM
Plato Investment Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Buy |
18,018
+747
| +4% | +$120K | 0.22% | 106 |
|
|
2025
Q1 | $2.9M | Sell |
17,271
-3,621
| -17% | -$608K | 0.24% | 95 |
|
|
2024
Q4 | $3.61M | Buy |
20,892
+3,936
| +23% | +$680K | 0.27% | 89 |
|
|
2024
Q3 | $2.86M | Buy |
16,956
+2,768
| +20% | +$467K | 0.23% | 108 |
|
|
2024
Q2 | $2.15M | Buy |
14,188
+708
| +5% | +$107K | 0.2% | 113 |
|
|
2024
Q1 | $2.11M | Buy |
13,480
+13,026
| +2,869% | +$2.04M | 0.22% | 113 |
|
|
2023
Q4 | $64.8K | Buy |
+454
| New | +$64.8K | 0.08% | 201 |
|