Richard Bernstein 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
2026
Q1
$1.63M Buy
2023
Q2
Sell
2023
Q1
$977K Hold
2022
Q4
$1.03M Buy
2020
Q1
Sell
2019
Q4
$5.77M Hold
2019
Q3
$6.03M Hold
2019
Q2
$6.19M Buy
2016
Q3
Sell
2016
Q2
$2.87M Hold
2016
Q1
$2.75M Buy