Rothschild Investment LLC’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 | $672K | Sell |
3,602
-22
| -0.6% | -$4.2K | 0.04% | 337 |
|
|
2025
Q4 | $671K | Buy |
3,624
+29
| +0.8% | +$5.27K | 0.04% | 309 |
|
|
2025
Q3 | $675K | Buy |
3,595
+6
| +0.2% | +$1.04K | 0.04% | 294 |
|
|
2025
Q2 | $577K | Buy |
3,589
+12
| +0.3% | +$1.9K | 0.04% | 308 |
|
|
2025
Q1 | $594K | Buy |
3,577
+33
| +0.9% | +$5.77K | 0.04% | 303 |
|
|
2024
Q4 | $610K | Buy |
3,544
+22
| +0.6% | +$3.86K | 0.04% | 307 |
|
|
2024
Q3 | $595K | Sell |
3,522
-2
| -0.1% | -$317 | 0.04% | 314 |
|
|
2024
Q2 | $535K | Buy |
3,524
+217
| +7% | +$32K | 0.04% | 317 |
|
|
2024
Q1 | $518K | Buy |
3,307
+37
| +1% | +$5.43K | 0.04% | 320 |
|
|
2023
Q4 | $466K | Sell |
3,270
-133
| -4% | -$16.1K | 0.04% | 286 |
|
|
2023
Q3 | $368K | Buy |
3,403
+30
| +0.9% | +$3.51K | 0.03% | 348 |
|
|
2023
Q2 | $389K | Sell |
3,373
-2,588
| -43% | -$282K | 0.03% | 335 |
|
|
2023
Q1 | $667K | Buy |
5,961
+28
| +0.5% | +$3.34K | 0.06% | 265 |
|
|
2022
Q4 | $697K | Sell |
5,933
-1,590
| -21% | -$177K | 0.06% | 248 |
|
|
2022
Q3 | $675K | Buy |
7,523
+75
| +1% | +$7.67K | 0.07% | 246 |
|
|
2022
Q2 | $707K | Buy |
7,448
+4,750
| +176% | +$544K | 0.07% | 251 |
|
|
2022
Q1 | $355K | Sell |
2,698
-550
| -17% | -$78.4K | 0.03% | 366 |
|
|
2021
Q4 | $519K | Buy |
3,248
+625
| +24% | +$95.4K | 0.04% | 326 |
|
|
2021
Q3 | $341K | Buy |
2,623
+584
| +29% | +$76K | 0.03% | 366 |
|
|
2021
Q2 | $266K | Buy |
+2,039
| New | +$253K | 0.02% | 417 |
|
|
2014
Q2 | – | Sell |
-2,533
| Closed | -$391K | – | 420 |
|
|
2014
Q1 | $391K | Sell |
2,533
-109
| -4% | -$16.2K | 0.05% | 304 |
|
|
2013
Q4 | $378K | Buy |
+2,642
| New | +$381K | 0.05% | 308 |
|
Other funds holding SPG
VPM
VCM
