A detailed history of Castle Rock Wealth Management, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 8,657 shares of SPG stock, worth $1.5 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
8,657
Previous 8,566 1.06%
Holding current value
$1.5 Million
Previous $1.3 Million 12.54%
% of portfolio
0.37%
Previous 0.33%

Shares

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

Oct 09, 2024

BUY
$146.09 - $170.11 $13,294 - $15,480
91 Added 1.06%
8,657 $1.46 Million
Q2 2024

Jul 12, 2024

BUY
$140.18 - $153.78 $82,425 - $90,422
588 Added 7.37%
8,566 $1.3 Million
Q1 2024

May 13, 2024

BUY
$136.79 - $156.49 $88,229 - $100,936
645 Added 8.8%
7,978 $1.25 Million
Q4 2023

Jan 08, 2024

BUY
$103.37 - $146.58 $32,251 - $45,732
312 Added 4.44%
7,333 $1.05 Million
Q3 2023

Oct 10, 2023

BUY
$108.03 - $125.44 $241,230 - $280,107
2,233 Added 46.64%
7,021 $758,000
Q2 2023

Jul 10, 2023

SELL
$101.25 - $115.48 $92,542 - $105,548
-914 Reduced 16.03%
4,788 $552,000
Q1 2023

May 11, 2023

BUY
$102.38 - $131.79 $44,125 - $56,801
431 Added 8.18%
5,702 $638,000
Q4 2022

Jan 30, 2023

BUY
$90.98 - $120.7 $24,928 - $33,071
274 Added 5.48%
5,271 $619,000
Q3 2022

Oct 13, 2022

BUY
$63.72 - $108.64 $9,111 - $15,535
143 Added 2.95%
4,997 $474,000
Q2 2022

Jul 13, 2022

BUY
$94.62 - $134.53 $28,291 - $40,224
299 Added 6.56%
4,854 $475,000
Q1 2022

Apr 25, 2022

SELL
$128.19 - $163.16 $712,736 - $907,169
-5,560 Reduced 54.97%
4,555 $598,000
Q4 2021

Feb 02, 2022

BUY
$131.39 - $170.5 $36,395 - $47,228
277 Added 2.82%
10,115 $1.49 Million
Q3 2021

Nov 12, 2021

BUY
$117.19 - $136.42 $1.15 Million - $1.34 Million
9,838 New
9,838 $1.65 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 $56.5B
  • 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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