Rational Advisors’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 | – | Sell |
-2,549
| Closed | -$410K | – | 207 |
|
|
2025
Q2 | $410K | Buy |
2,549
+221
| +9% | +$34.9K | 0.04% | 107 |
|
|
2025
Q1 | $387K | Buy |
+2,328
| New | +$407K | 0.04% | 107 |
|
|
2020
Q4 | – | Sell |
-139
| Closed | -$9K | – | 540 |
|
|
2020
Q3 | $9K | Sell |
139
-168
| -55% | -$11K | ﹤0.01% | 293 |
|
|
2020
Q2 | $21K | Buy |
+307
| New | +$19.3K | 0.01% | 276 |
|
|
2020
Q1 | – | Sell |
-711
| Closed | -$106K | – | 465 |
|
|
2019
Q4 | $106K | Buy |
711
+439
| +161% | +$65.8K | 0.05% | 279 |
|
|
2019
Q3 | $42K | Sell |
272
-180
| -40% | -$28K | 0.02% | 386 |
|
|
2019
Q2 | $72K | Sell |
452
-105
| -19% | -$18.1K | 0.03% | 306 |
|
|
2019
Q1 | $101K | Sell |
557
-3,849
| -87% | -$684K | 0.03% | 264 |
|
|
2018
Q4 | $740K | Buy |
4,406
+4,285
| +3,541% | +$766K | 0.23% | 88 |
|
|
2018
Q3 | $21K | Buy |
121
+118
| +3,933% | +$20.9K | 0.01% | 357 |
|
|
2018
Q2 | $1K | Sell |
3
-11
| -79% | -$1.75K | ﹤0.01% | 490 |
|
|
2018
Q1 | $2K | Buy |
+14
| New | +$2.23K | ﹤0.01% | 479 |
|
|
2017
Q2 | – | Sell |
-3,300
| Closed | -$568K | – | 346 |
|
|
2017
Q1 | $568K | Buy |
+3,300
| New | +$590K | 0.37% | 92 |
|
|
2016
Q4 | – | Sell |
-10,300
| Closed | -$2.13M | – | 299 |
|
|
2016
Q3 | $2.13M | Buy |
+10,300
| New | +$2.23M | 1.4% | 11 |
|
|
2015
Q3 | $12K | Hold |
66
| – | – | ﹤0.01% | 316 |
|
|
2015
Q2 | $11K | Hold |
66
| – | – | ﹤0.01% | 339 |
|
|
2015
Q1 | $13K | Sell |
66
-44
| -40% | -$8.53K | ﹤0.01% | 318 |
|
|
2014
Q4 | $20K | Buy |
+110
| New | +$19.5K | ﹤0.01% | 348 |
|
|
2013
Q4 | $1.44M | Buy |
10,061
+7,216
| +254% | +$1.04M | 0.12% | 247 |
|
|
2013
Q3 | $397K | Hold |
2,845
| – | – | 0.03% | 414 |
|
|
2013
Q2 | $423K | Buy |
+2,845
| New | +$456K | 0.04% | 401 |
|
Other funds holding SPG
