Schroder Investment Management Group’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $169M | Buy |
1,050,586
+80,426
| +8% | +$12.9M | 0.14% | 131 |
|
2025
Q1 | $161M | Sell |
970,160
-52,612
| -5% | -$8.74M | 0.16% | 122 |
|
2024
Q4 | $176M | Buy |
1,022,772
+25,210
| +3% | +$4.34M | 0.17% | 116 |
|
2024
Q3 | $169M | Sell |
997,562
-139,217
| -12% | -$23.5M | 0.17% | 120 |
|
2024
Q2 | $173M | Buy |
1,136,779
+6,128
| +0.5% | +$930K | 0.19% | 101 |
|
2024
Q1 | $177M | Buy |
1,130,651
+28,067
| +3% | +$4.39M | 0.21% | 95 |
|
2023
Q4 | $157M | Sell |
1,102,584
-164,547
| -13% | -$23.5M | 0.2% | 96 |
|
2023
Q3 | $137M | Buy |
1,267,131
+180,318
| +17% | +$19.5M | 0.2% | 101 |
|
2023
Q2 | $126M | Buy |
1,086,813
+7,957
| +0.7% | +$919K | 0.18% | 106 |
|
2023
Q1 | $121M | Buy |
1,078,856
+921,471
| +585% | +$103M | 0.18% | 118 |
|
2022
Q4 | $18.5M | Sell |
157,385
-14,391
| -8% | -$1.69M | 0.03% | 490 |
|
2022
Q3 | $15.4M | Buy |
171,776
+6,156
| +4% | +$552K | 0.03% | 511 |
|
2022
Q2 | $15.7M | Buy |
165,620
+22,435
| +16% | +$2.13M | 0.02% | 532 |
|
2022
Q1 | $19.3M | Sell |
143,185
-39,779
| -22% | -$5.36M | 0.03% | 508 |
|
2021
Q4 | $29.2M | Sell |
182,964
-6,355
| -3% | -$1.02M | 0.04% | 391 |
|
2021
Q3 | $24.6M | Buy |
189,319
+2,254
| +1% | +$293K | 0.04% | 438 |
|
2021
Q2 | $24.4M | Buy |
187,065
+11,757
| +7% | +$1.53M | 0.03% | 473 |
|
2021
Q1 | $19.9M | Sell |
175,308
-9,057
| -5% | -$1.03M | 0.03% | 505 |
|
2020
Q4 | $15.7M | Sell |
184,365
-193,767
| -51% | -$16.5M | 0.02% | 535 |
|
2020
Q3 | $25.8M | Buy |
378,132
+11,899
| +3% | +$812K | 0.04% | 378 |
|
2020
Q2 | $25M | Buy |
366,233
+66,680
| +22% | +$4.56M | 0.05% | 370 |
|
2020
Q1 | $16.2M | Sell |
299,553
-187,370
| -38% | -$10.1M | 0.03% | 420 |
|
2019
Q4 | $72.5M | Sell |
486,923
-224,287
| -32% | -$33.4M | 0.12% | 198 |
|
2019
Q3 | $112M | Sell |
711,210
-14,581
| -2% | -$2.3M | 0.2% | 108 |
|
2019
Q2 | $116M | Buy |
725,791
+598,745
| +471% | +$95.7M | 0.21% | 104 |
|
2019
Q1 | $23.1M | Buy |
127,046
+34,795
| +38% | +$6.34M | 0.04% | 437 |
|
2018
Q4 | $15.5K | Buy |
92,251
+14,680
| +19% | +$2.47K | 0.03% | 483 |
|
2018
Q3 | $13.7M | Buy |
77,571
+8,256
| +12% | +$1.46M | 0.02% | 535 |
|
2018
Q2 | $11.9M | Buy |
69,315
+16,501
| +31% | +$2.83M | 0.02% | 572 |
|
2018
Q1 | $8.15M | Sell |
52,814
-103,950
| -66% | -$16M | 0.01% | 648 |
|
2017
Q4 | $26.9M | Sell |
156,764
-26,701
| -15% | -$4.59M | 0.04% | 434 |
|
2017
Q3 | $29.6M | Buy |
183,465
+123,395
| +205% | +$19.9M | 0.05% | 387 |
|
2017
Q2 | $9.77M | Sell |
60,070
-209,166
| -78% | -$34M | 0.02% | 610 |
|
2017
Q1 | $45.8M | Sell |
269,236
-61,011
| -18% | -$10.4M | 0.08% | 298 |
|
2016
Q4 | $58.7M | Sell |
330,247
-63,076
| -16% | -$11.2M | 0.11% | 238 |
|
2016
Q3 | $81.4M | Sell |
393,323
-119,079
| -23% | -$24.7M | 0.15% | 168 |
|
2016
Q2 | $111M | Sell |
512,402
-93,964
| -15% | -$20.4M | 0.22% | 114 |
|
2016
Q1 | $125M | Sell |
606,366
-2,380
| -0.4% | -$490K | 0.26% | 91 |
|
2015
Q4 | $118M | Buy |
608,746
+4,014
| +0.7% | +$780K | 0.24% | 97 |
|
2015
Q3 | $111M | Sell |
604,732
-7,707
| -1% | -$1.42M | 0.23% | 113 |
|
2015
Q2 | $105M | Sell |
612,439
-82,401
| -12% | -$14.1M | 0.21% | 122 |
|
2015
Q1 | $135M | Buy |
694,840
+366,832
| +112% | +$71.3M | 0.26% | 95 |
|
2014
Q4 | $59.7M | Sell |
328,008
-415,594
| -56% | -$75.7M | 0.12% | 222 |
|
2014
Q3 | $122M | Buy |
743,602
+705,667
| +1,860% | +$116M | 0.16% | 132 |
|
2014
Q2 | $6.31M | Buy |
37,935
+1,944
| +5% | +$323K | 0.01% | 724 |
|
2014
Q1 | $5.55M | Sell |
35,991
-850
| -2% | -$131K | 0.01% | 749 |
|
2013
Q4 | $5.27M | Buy |
36,841
+4,358
| +13% | +$624K | 0.01% | 790 |
|
2013
Q3 | $4.53M | Buy |
32,483
+310
| +1% | +$43.2K | 0.01% | 790 |
|
2013
Q2 | $4.78M | Buy |
+32,173
| New | +$4.78M | 0.01% | 760 |
|