Westside Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.2K | Hold |
102
| – | – | ﹤0.01% | 910 |
|
|
2025
Q4 | $18.8K | Hold |
102
| – | – | ﹤0.01% | 897 |
|
|
2025
Q3 | $18.9K | Buy |
102
+51
| +100% | +$8.8K | ﹤0.01% | 904 |
|
|
2025
Q2 | $8.38K | Buy |
+51
| New | +$8.06K | ﹤0.01% | 1002 |
|
|
2023
Q3 | – | Sell |
-50
| Closed | -$5.85K | – | 855 |
|
|
2023
Q2 | $5.85K | Hold |
50
| – | – | ﹤0.01% | 678 |
|
|
2023
Q1 | $5.6K | Sell |
50
-25
| -33% | -$2.98K | ﹤0.01% | 680 |
|
|
2022
Q4 | $8.81K | Hold |
75
| – | – | 0.02% | 198 |
|
|
2022
Q3 | $6.73K | Hold |
75
| – | – | 0.02% | 217 |
|
|
2022
Q2 | $9.97K | Hold |
75
| – | – | 0.02% | 192 |
|
|
2022
Q1 | $9.97K | Hold |
75
| – | – | 0.02% | 193 |
|
|
2021
Q4 | $9.98K | Hold |
75
| – | – | 0.02% | 187 |
|
|
2021
Q3 | $9.98K | Hold |
75
| – | – | 0.02% | 185 |
|
|
2021
Q2 | $9.79K | Hold |
75
| – | – | 0.02% | 187 |
|
|
2021
Q1 | $8.53K | Buy |
+75
| New | +$7.82K | 0.02% | 177 |
|
|
2020
Q2 | – | Sell |
-54
| Closed | -$2 | – | 692 |
|
|
2020
Q1 | $2 | Buy |
+54
| New | +$6.46K | ﹤0.01% | 602 |
|
|
2019
Q2 | $8 | Buy |
+54
| New | +$9.3K | ﹤0.01% | 512 |
|
|
2018
Q4 | $9.07K | Sell |
54
-12
| -18% | -$2.15K | ﹤0.01% | 488 |
|
|
2018
Q3 | $11.7K | Hold |
66
| – | – | ﹤0.01% | 465 |
|
|
2018
Q2 | $11.2K | Hold |
66
| – | – | ﹤0.01% | 538 |
|
|
2018
Q1 | $10.1K | Sell |
66
-13
| -16% | -$2.07K | 0.01% | 540 |
|
|
2017
Q4 | $13.4K | Buy |
79
+25
| +46% | +$4.06K | 0.01% | 498 |
|
|
2017
Q3 | $8.68K | Hold |
54
| – | – | 0.01% | 583 |
|
|
2017
Q2 | $8.39K | Hold |
54
| – | – | 0.01% | 580 |
|
|
2017
Q1 | $9.2K | Hold |
54
| – | – | ﹤0.01% | 524 |
|
|
2016
Q4 | $9.83K | Buy |
+54
| New | +$10K | 0.01% | 402 |
|
Other funds holding SPG
VPM
VCM
