Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $13.5M | Buy |
84,273
+66,847
| +384% | +$10.2M | 1% | 46 |
|
|
2021
Q3 | $2.27M | Sell |
17,426
-256
| -1% | -$33.3K | 0.19% | 81 |
|
|
2021
Q2 | $2.31M | Buy |
17,682
+1,017
| +6% | +$126K | 0.19% | 83 |
|
|
2021
Q1 | $1.9M | Sell |
16,665
-2,781
| -14% | -$290K | 0.17% | 92 |
|
|
2020
Q4 | $1.66M | Buy |
19,446
+30
| +0.2% | +$2.29K | 0.16% | 95 |
|
|
2020
Q3 | $1.26M | Buy |
19,416
+7,276
| +60% | +$477K | 0.13% | 98 |
|
|
2020
Q2 | $830K | Sell |
12,140
-105
| -0.9% | -$6.59K | 0.1% | 104 |
|
|
2020
Q1 | $672K | Buy |
12,245
+1,666
| +16% | +$199K | 0.1% | 109 |
|
|
2019
Q4 | $1.58M | Buy |
10,579
+3,748
| +55% | +$562K | 0.18% | 87 |
|
|
2019
Q3 | $1.06M | Buy |
6,831
+6,328
| +1,258% | +$984K | 0.13% | 107 |
|
|
2019
Q2 | $80K | Hold |
503
| – | – | 0.01% | 277 |
|
|
2019
Q1 | $92K | Hold |
503
| – | – | 0.01% | 246 |
|
|
2018
Q4 | $84K | Hold |
503
| – | – | 0.01% | 245 |
|
|
2018
Q3 | $89K | Sell |
503
-60
| -11% | -$10.6K | 0.01% | 258 |
|
|
2018
Q2 | $96K | Buy |
563
+60
| +12% | +$9.55K | 0.01% | 226 |
|
|
2018
Q1 | $78K | Hold |
503
| – | – | 0.01% | 250 |
|
|
2017
Q4 | $86K | Hold |
503
| – | – | 0.01% | 253 |
|
|
2017
Q3 | $81K | Sell |
503
-1
| -0.2% | -$160 | 0.01% | 244 |
|
|
2017
Q2 | $81K | Buy |
504
+4
| +0.8% | +$651 | 0.01% | 238 |
|
|
2017
Q1 | $86K | Buy |
500
+2
| +0.4% | +$357 | 0.01% | 223 |
|
|
2016
Q4 | $88K | Buy |
498
+3
| +0.6% | +$557 | 0.02% | 209 |
|
|
2016
Q3 | $102K | Sell |
495
-11
| -2% | -$2.38K | 0.02% | 194 |
|
|
2016
Q2 | $110K | Buy |
506
+16
| +3% | +$3.27K | 0.02% | 185 |
|
|
2016
Q1 | $102K | Buy |
490
+2
| +0.4% | +$384 | 0.02% | 267 |
|
|
2015
Q4 | $95K | Buy |
488
+2
| +0.4% | +$387 | 0.02% | 279 |
|
|
2015
Q3 | $89K | Buy |
486
+3
| +0.6% | +$550 | 0.02% | 276 |
|
|
2015
Q2 | $84K | Buy |
483
+2
| +0.4% | +$368 | 0.01% | 321 |
|
|
2015
Q1 | $94K | Buy |
481
+2
| +0.4% | +$388 | 0.02% | 285 |
|
|
2014
Q4 | $87K | Buy |
479
+2
| +0.4% | +$355 | 0.02% | 200 |
|
|
2014
Q3 | $78K | Buy |
477
+2
| +0.4% | +$337 | 0.02% | 204 |
|
|
2014
Q2 | $79K | Sell |
475
-28
| -6% | -$4.57K | 0.02% | 209 |
|
|
2014
Q1 | $78K | Buy |
503
+2
| +0.4% | +$298 | 0.02% | 213 |
|
|
2013
Q4 | $72K | Buy |
501
+2
| +0.4% | +$288 | 0.02% | 203 |
|
|
2013
Q3 | $71K | Sell |
499
-4
| -0.8% | -$581 | 0.02% | 175 |
|
|
2013
Q2 | $77K | Buy |
+503
| New | +$80.7K | 0.02% | 155 |
|
Other funds holding SPG
N
Reilly Financial Advisors's SPG Position: Q4 2021 in Review
Reilly Financial Advisors increased its Simon Property Group (SPG) stake by 384% in Q4 2021, buying an estimated $10.2M and bringing the position to 84,273 shares worth $13.5M. The position accounts for 1% of the portfolio, ranked #46.
Reilly Financial Advisors first reported a position in SPG in Q2 2013 and has held it in 35 quarters since. 1,048 funds tracked by Wall St. Rank hold SPG as of Q4 2021.
- Reilly Financial Advisors held 84,273 shares of Simon Property Group worth $13.5M as of Q4 2021.
- Reilly Financial Advisors bought 66,847 Simon Property Group shares in Q4 2021, an estimated $10.2M.
- Simon Property Group made up 1% of Reilly Financial Advisors's portfolio in Q4 2021, its #46 holding.
- Reilly Financial Advisors first reported a position in Simon Property Group in Q2 2013 and has held it in 35 quarters since.
- 1,048 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.