Private Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.64M | Sell |
24,896
-4,743
| -16% | -$905K | 0.02% | 667 |
|
|
2025
Q4 | $5.49M | Sell |
29,639
-4,335
| -13% | -$788K | 0.03% | 587 |
|
|
2025
Q3 | $6.38M | Buy |
33,974
+240
| +0.7% | +$41.4K | 0.03% | 525 |
|
|
2025
Q2 | $5.42M | Buy |
33,734
+1,473
| +5% | +$233K | 0.03% | 550 |
|
|
2025
Q1 | $5.36M | Buy |
32,261
+169
| +0.5% | +$29.5K | 0.03% | 508 |
|
|
2024
Q4 | $5.53M | Buy |
32,092
+1,959
| +7% | +$344K | 0.03% | 495 |
|
|
2024
Q3 | $5.09M | Sell |
30,133
-1,729
| -5% | -$274K | 0.03% | 515 |
|
|
2024
Q2 | $4.84M | Buy |
31,862
+8,132
| +34% | +$1.2M | 0.03% | 502 |
|
|
2024
Q1 | $3.71M | Buy |
23,730
+546
| +2% | +$80.1K | 0.03% | 563 |
|
|
2023
Q4 | $3.31M | Buy |
23,184
+1,076
| +5% | +$130K | 0.03% | 585 |
|
|
2023
Q3 | $2.39M | Buy |
22,108
+589
| +3% | +$69K | 0.02% | 645 |
|
|
2023
Q2 | $2.54M | Buy |
21,519
+1,277
| +6% | +$139K | 0.02% | 622 |
|
|
2023
Q1 | $2.27M | Sell |
20,242
-1,352
| -6% | -$161K | 0.02% | 625 |
|
|
2022
Q4 | $835K | Buy |
21,594
+333
| +2% | +$37K | 0.04% | 412 |
|
|
2022
Q3 | $1.91M | Sell |
21,261
-3,493
| -14% | -$357K | 0.02% | 640 |
|
|
2022
Q2 | $2.35M | Sell |
24,754
-2,830
| -10% | -$324K | 0.02% | 669 |
|
|
2022
Q1 | $3.63M | Sell |
27,584
-1,047
| -4% | -$149K | 0.03% | 562 |
|
|
2021
Q4 | $4.58M | Sell |
28,631
-14,750
| -34% | -$2.25M | 0.03% | 485 |
|
|
2021
Q3 | $5.64M | Buy |
43,381
+15,873
| +58% | +$2.07M | 0.04% | 471 |
|
|
2021
Q2 | $3.59M | Buy |
27,508
+1,190
| +5% | +$148K | 0.03% | 524 |
|
|
2021
Q1 | $2.99M | Buy |
26,318
+9,527
| +57% | +$994K | 0.03% | 554 |
|
|
2020
Q4 | $1.43M | Buy |
16,791
+2,041
| +14% | +$156K | 0.01% | 775 |
|
|
2020
Q3 | $910K | Buy |
14,750
+1,103
| +8% | +$72.3K | 0.01% | 819 |
|
|
2020
Q2 | $870K | Buy |
13,647
+7,865
| +136% | +$493K | 0.01% | 815 |
|
|
2020
Q1 | $317K | Buy |
5,782
+548
| +10% | +$65.5K | 0.01% | 1050 |
|
|
2019
Q4 | $780K | Sell |
5,234
-2,060
| -28% | -$309K | 0.01% | 862 |
|
|
2019
Q3 | $1.13M | Buy |
7,294
+3,879
| +114% | +$603K | 0.02% | 740 |
|
|
2019
Q2 | $546K | Sell |
3,415
-334
| -9% | -$57.5K | 0.01% | 999 |
|
|
2019
Q1 | $683K | Sell |
3,749
-204
| -5% | -$36.3K | 0.01% | 838 |
|
|
2018
Q4 | $663K | Sell |
3,953
-415
| -10% | -$74.2K | 0.02% | 731 |
|
|
2018
Q3 | $772K | Buy |
4,368
+436
| +11% | +$77.1K | 0.02% | 800 |
|
|
2018
Q2 | $668K | Buy |
+3,932
| New | +$626K | 0.01% | 640 |
|
|
2018
Q1 | – | Sell |
-2,887
| Closed | -$490K | – | 1359 |
|
|
2017
Q4 | $490K | Sell |
2,887
-1,497
| -34% | -$243K | 0.02% | 672 |
|
|
2017
Q3 | $705K | Buy |
4,384
+564
| +15% | +$90.1K | 0.02% | 726 |
|
|
2017
Q2 | $594K | Sell |
3,820
-1,330
| -26% | -$217K | 0.02% | 743 |
|
|
2017
Q1 | $877K | Buy |
5,150
+734
| +17% | +$131K | 0.02% | 579 |
|
|
2016
Q4 | $804K | Buy |
4,416
+3,280
| +289% | +$609K | 0.03% | 561 |
|
|
2016
Q3 | $227K | Sell |
1,136
-1,874
| -62% | -$406K | 0.01% | 959 |
|
|
2016
Q2 | $655K | Buy |
+3,010
| New | +$614K | 0.03% | 537 |
|
|
2016
Q1 | – | Sell |
-2,198
| Closed | -$427K | – | 1119 |
|
|
2015
Q4 | $427K | Buy |
2,198
+509
| +30% | +$98.6K | 0.02% | 648 |
|
|
2015
Q3 | $310K | Sell |
1,689
-54
| -3% | -$9.9K | 0.02% | 722 |
|
|
2015
Q2 | $302K | Buy |
1,743
+51
| +3% | +$9.37K | 0.01% | 784 |
|
|
2015
Q1 | $331K | Sell |
1,692
-27
| -2% | -$5.23K | 0.02% | 705 |
|
|
2014
Q4 | $313K | Sell |
1,719
-64
| -4% | -$11.4K | 0.02% | 702 |
|
|
2014
Q3 | $293K | Buy |
+1,783
| New | +$300K | 0.02% | 711 |
|
|
2014
Q1 | – | Sell |
-1,491
| Closed | -$213K | – | 842 |
|
|
2013
Q4 | $213K | Buy |
+1,491
| New | +$215K | 0.02% | 639 |
|
Other funds holding SPG
VPM
VCM
