Virtus Investment Advisers’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
Q1 | – | Sell |
-1,450
| Closed | -$250K | – | 668 |
|
|
2024
Q4 | $250K | Buy |
+1,450
| New | +$250K | 0.2% | 167 |
|
|
2018
Q1 | – | Sell |
-6,347
| Closed | -$1.09M | – | 376 |
|
|
2017
Q4 | $1.09M | Sell |
6,347
-376
| -6% | -$64.6K | 0.12% | 203 |
|
|
2017
Q3 | $1.08M | Sell |
6,723
-1,077
| -14% | -$173K | 0.11% | 214 |
|
|
2017
Q2 | $1.26M | Buy |
+7,800
| New | +$1.26M | 0.12% | 199 |
|
|
2016
Q4 | – | Sell |
-51,408
| Closed | -$10.6M | – | 522 |
|
|
2016
Q3 | $10.6M | Buy |
+51,408
| New | +$10.6M | 0.68% | 30 |
|