VAM
Vert Asset Management’s Simon Property Group SPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Sell |
123,237
-185
| -0.1% | -$29.7K | 7.21% | 4 |
|
|
2025
Q1 | $20.5M | Sell |
123,422
-1,976
| -2% | -$328K | 7.05% | 3 |
|
|
2024
Q4 | $21.6M | Buy |
125,398
+3,783
| +3% | +$651K | 7.39% | 4 |
|
|
2024
Q3 | $20.6M | Buy |
121,615
+688
| +0.6% | +$116K | 7.09% | 6 |
|
|
2024
Q2 | $18.4M | Sell |
120,927
-11,848
| -9% | -$1.8M | 7.32% | 3 |
|
|
2024
Q1 | $20.8M | Buy |
132,775
+189
| +0.1% | +$29.6K | 8.74% | 1 |
|
|
2023
Q4 | $18.9M | Buy |
132,586
+4,924
| +4% | +$702K | 8.16% | 1 |
|
|
2023
Q3 | $13.8M | Buy |
127,662
+4,565
| +4% | +$493K | 6.99% | 3 |
|
|
2023
Q2 | $14.2M | Buy |
123,097
+8,426
| +7% | +$973K | 7.28% | 3 |
|
|
2023
Q1 | $12.8M | Buy |
114,671
+41,597
| +57% | +$4.66M | 7.56% | 2 |
|
|
2022
Q4 | $8.58M | Buy |
73,074
+1,506
| +2% | +$177K | 7.64% | 1 |
|
|
2022
Q3 | $6.42M | Buy |
71,568
+7,400
| +12% | +$664K | 6.09% | 5 |
|
|
2022
Q2 | $6.09M | Buy |
64,168
+4,226
| +7% | +$401K | 5.64% | 6 |
|
|
2022
Q1 | $7.89M | Buy |
59,942
+6,871
| +13% | +$904K | 6.35% | 4 |
|
|
2021
Q4 | $8.48M | Buy |
+53,071
| New | +$8.48M | 6.98% | 2 |
|