Truvestments Capital’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 | $5.14M | Sell |
27,567
-640
| -2% | -$122K | 0.93% | 16 |
|
|
2025
Q4 | $5.22M | Sell |
28,207
-658
| -2% | -$120K | 0.95% | 15 |
|
|
2025
Q3 | $5.42M | Sell |
28,865
-818
| -3% | -$141K | 0.98% | 16 |
|
|
2025
Q2 | $4.77M | Sell |
29,683
-207
| -0.7% | -$32.7K | 0.95% | 21 |
|
|
2025
Q1 | $4.96M | Buy |
29,890
+6,536
| +28% | +$1.14M | 1.08% | 14 |
|
|
2024
Q4 | $4.02M | Buy |
23,354
+396
| +2% | +$69.5K | 1.04% | 15 |
|
|
2024
Q3 | $3.88M | Buy |
22,958
+221
| +1% | +$35K | 1.04% | 14 |
|
|
2024
Q2 | $3.45M | Buy |
22,737
+578
| +3% | +$85.1K | 1.38% | 10 |
|
|
2024
Q1 | $3.47M | Sell |
22,159
-897
| -4% | -$132K | 1.33% | 12 |
|
|
2023
Q4 | $3.29M | Sell |
23,056
-647
| -3% | -$78.2K | 1.49% | 9 |
|
|
2023
Q3 | $2.56M | Buy |
23,703
+629
| +3% | +$73.7K | 1.33% | 18 |
|
|
2023
Q2 | $2.66M | Buy |
23,074
+816
| +4% | +$88.9K | 1.33% | 14 |
|
|
2023
Q1 | $2.49M | Buy |
22,258
+612
| +3% | +$73.1K | 1.33% | 17 |
|
|
2022
Q4 | $2.54M | Buy |
21,646
+732
| +4% | +$81.4K | 1.43% | 12 |
|
|
2022
Q3 | $1.88M | Buy |
20,914
+286
| +1% | +$29.3K | 1.18% | 26 |
|
|
2022
Q2 | $1.96M | Sell |
20,628
-1,037
| -5% | -$119K | 1.15% | 29 |
|
|
2022
Q1 | $2.85M | Sell |
21,665
-688
| -3% | -$98K | 1.56% | 12 |
|
|
2021
Q4 | $3.57M | Sell |
22,353
-48
| -0.2% | -$7.33K | 1.79% | 8 |
|
|
2021
Q3 | $2.91M | Buy |
22,401
+344
| +2% | +$44.8K | 1.61% | 9 |
|
|
2021
Q2 | $2.88M | Buy |
22,057
+1,833
| +9% | +$228K | 1.58% | 10 |
|
|
2021
Q1 | $2.3M | Buy |
20,224
+2,553
| +14% | +$266K | 1.3% | 12 |
|
|
2020
Q4 | $1.51M | Buy |
17,671
+725
| +4% | +$55.4K | 1.05% | 21 |
|
|
2020
Q3 | $1.1M | Buy |
16,946
+7,501
| +79% | +$492K | 0.99% | 29 |
|
|
2020
Q2 | $645K | Buy |
9,445
+4,587
| +94% | +$288K | 0.66% | 48 |
|
|
2020
Q1 | $266K | Buy |
4,858
+1,239
| +34% | +$148K | 0.34% | 71 |
|
|
2019
Q4 | $539K | Buy |
3,619
+495
| +16% | +$74.2K | 0.37% | 85 |
|
|
2019
Q3 | $486K | Buy |
3,124
+1,235
| +65% | +$192K | 0.32% | 84 |
|
|
2019
Q2 | $302K | Buy |
1,889
+1,599
| +551% | +$275K | 0.2% | 108 |
|
|
2019
Q1 | $53K | Buy |
+290
| New | +$51.5K | 0.04% | 259 |
|
|
2018
Q3 | $2K | Buy |
+8
| New | +$1.42K | ﹤0.01% | 817 |
|
Other funds holding SPG
VPM
VCM
