Walter & Keenan Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,271
| Closed | -$377K | – | 160 |
|
|
2025
Q1 | $377K | Buy |
2,271
+79
| +4% | +$13.8K | 0.11% | 120 |
|
|
2024
Q4 | $377K | Buy |
2,192
+11
| +0.5% | +$1.93K | 0.11% | 119 |
|
|
2024
Q3 | $369K | Buy |
2,181
+3
| +0.1% | +$475 | 0.11% | 119 |
|
|
2024
Q2 | $331K | Hold |
2,178
| – | – | 0.11% | 119 |
|
|
2024
Q1 | $341K | Hold |
2,178
| – | – | 0.11% | 115 |
|
|
2023
Q4 | $311K | Hold |
2,178
| – | – | 0.11% | 119 |
|
|
2023
Q3 | $235K | Hold |
2,178
| – | – | 0.09% | 128 |
|
|
2023
Q2 | $252K | Hold |
2,178
| – | – | 0.09% | 127 |
|
|
2023
Q1 | $244K | Buy |
+2,178
| New | +$260K | 0.09% | 128 |
|
|
2021
Q4 | – | Sell |
-3,154
| Closed | -$410K | – | 155 |
|
|
2021
Q3 | $410K | Buy |
3,154
+49
| +2% | +$6.38K | 0.14% | 106 |
|
|
2021
Q2 | $406K | Sell |
3,105
-435
| -12% | -$54.1K | 0.14% | 100 |
|
|
2021
Q1 | $403K | Hold |
3,540
| – | – | 0.14% | 104 |
|
|
2020
Q4 | $302K | Hold |
3,540
| – | – | 0.11% | 119 |
|
|
2020
Q3 | $229K | Hold |
3,540
| – | – | 0.09% | 131 |
|
|
2020
Q2 | $242K | Buy |
+3,540
| New | +$222K | 0.1% | 127 |
|
|
2020
Q1 | – | Sell |
-3,540
| Closed | -$527K | – | 176 |
|
|
2019
Q4 | $527K | Hold |
3,540
| – | – | 0.2% | 90 |
|
|
2019
Q3 | $551K | Sell |
3,540
-34
| -1% | -$5.29K | 0.21% | 91 |
|
|
2019
Q2 | $571K | Hold |
3,574
| – | – | 0.25% | 81 |
|
|
2019
Q1 | $651K | Hold |
3,574
| – | – | 0.29% | 73 |
|
|
2018
Q4 | $600K | Sell |
3,574
-56
| -2% | -$10K | 0.27% | 71 |
|
|
2018
Q3 | $642 | Hold |
3,630
| – | – | 0.19% | 80 |
|
|
2018
Q2 | $618K | Hold |
3,630
| – | – | 0.27% | 84 |
|
|
2018
Q1 | $560K | Hold |
3,630
| – | – | 0.24% | 87 |
|
|
2017
Q4 | $623K | Hold |
3,630
| – | – | 0.26% | 79 |
|
|
2017
Q3 | $584K | Hold |
3,630
| – | – | 0.27% | 80 |
|
|
2017
Q2 | $587K | Hold |
3,630
| – | – | 0.29% | 75 |
|
|
2017
Q1 | $624K | Hold |
3,630
| – | – | 0.32% | 70 |
|
|
2016
Q4 | $645K | Hold |
3,630
| – | – | 0.34% | 67 |
|
|
2016
Q3 | $751K | Buy |
3,630
+235
| +7% | +$51K | 0.41% | 63 |
|
|
2016
Q2 | $736K | Sell |
3,395
-235
| -6% | -$48K | 0.41% | 63 |
|
|
2016
Q1 | $754K | Hold |
3,630
| – | – | 0.43% | 58 |
|
|
2015
Q4 | $706K | Hold |
3,630
| – | – | 0.41% | 63 |
|
|
2015
Q3 | $667K | Hold |
3,630
| – | – | 0.41% | 60 |
|
|
2015
Q2 | $628K | Hold |
3,630
| – | – | 0.36% | 69 |
|
|
2015
Q1 | $710K | Hold |
3,630
| – | – | 0.4% | 70 |
|
|
2014
Q4 | $661K | Hold |
3,630
| – | – | 0.38% | 69 |
|
|
2014
Q3 | $597K | Hold |
3,630
| – | – | 0.35% | 71 |
|
|
2014
Q2 | $604K | Sell |
3,630
-229
| -6% | -$37.4K | 0.32% | 77 |
|
|
2014
Q1 | $595K | Buy |
+3,859
| New | +$575K | 0.33% | 75 |
|
Other funds holding SPG
Walter & Keenan Wealth Management's SPG Position: Q2 2025 in Review
Walter & Keenan Wealth Management sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 2,271 shares — an estimated $377K sold.
Walter & Keenan Wealth Management first reported a position in SPG in Q1 2014 and held it in 39 quarters. The position peaked at $754K in Q1 2016. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.
- Walter & Keenan Wealth Management reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
- Walter & Keenan Wealth Management sold 2,271 Simon Property Group shares in Q2 2025, an estimated $377K.
- Walter & Keenan Wealth Management first reported a position in Simon Property Group in Q1 2014 and held it in 39 quarters.
- Walter & Keenan Wealth Management's Simon Property Group position peaked at $754K in Q1 2016.
- 1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.
Based on Walter & Keenan Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.