A detailed history of Baker Tilly Wealth Management, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 2,043 shares of SPG stock, worth $346,451. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,043
Previous 6,471 68.43%
Holding current value
$346,451
Previous $1.01 Million 69.37%
% of portfolio
0.13%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$140.18 - $153.78 $620,717 - $680,937
-4,428 Reduced 68.43%
2,043 $310,000
Q1 2024

May 09, 2024

SELL
$136.79 - $156.49 $28,041 - $32,080
-205 Reduced 3.07%
6,471 $1.01 Million
Q4 2023

Jan 10, 2024

BUY
$103.37 - $146.58 $407,794 - $578,258
3,945 Added 144.45%
6,676 $952,000
Q3 2023

Oct 10, 2023

BUY
$108.03 - $125.44 $1,620 - $1,881
15 Added 0.55%
2,731 $295,000
Q2 2023

Jul 20, 2023

SELL
$101.25 - $115.48 $15,896 - $18,130
-157 Reduced 5.46%
2,716 $313,000
Q1 2023

Apr 12, 2023

BUY
$102.38 - $131.79 $294,137 - $378,632
2,873 New
2,873 $321,000

Others Institutions Holding SPG

About SIMON PROPERTY GROUP INC


  • Ticker SPG
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 327,352,000
  • Market Cap $55.5B
  • Description
  • Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annu...
More about SPG
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