A detailed history of Beacon Investment Advisors LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Beacon Investment Advisors LLC holds 3,833 shares of SPG stock, worth $694,309. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,833
Previous 3,814 0.5%
Holding current value
$694,309
Previous $579 Million 11.93%
% of portfolio
0.31%
Previous 0.3%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$146.09 - $170.11 $2,775 - $3,232
19 Added 0.5%
3,833 $648 Million
Q2 2024

Aug 14, 2024

BUY
$140.18 - $153.78 $6,167 - $6,766
44 Added 1.17%
3,814 $579 Million
Q1 2024

May 13, 2024

SELL
$136.79 - $156.49 $1,504 - $1,721
-11 Reduced 0.29%
3,770 $590 Million
Q4 2023

Feb 13, 2024

BUY
$103.37 - $146.58 $2,377 - $3,371
23 Added 0.61%
3,781 $539 Million
Q3 2023

Nov 07, 2023

SELL
$108.03 - $125.44 $19,229 - $22,328
-178 Reduced 4.52%
3,758 $406 Million
Q2 2023

Aug 03, 2023

SELL
$101.25 - $115.48 $15,997 - $18,245
-158 Reduced 3.86%
3,936 $455 Million
Q1 2023

May 12, 2023

BUY
$102.38 - $131.79 $9,111 - $11,729
89 Added 2.22%
4,094 $458 Million
Q4 2022

Feb 09, 2023

BUY
$90.98 - $120.7 $364,374 - $483,403
4,005 New
4,005 $471 Million

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 $59.3B
  • 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
Track This Portfolio

Track Beacon Investment Advisors LLC Portfolio

Follow Beacon Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Investment Advisors LLC with notifications on news.