Creative Planning Simon Property Group Inc Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Simon Property Group Inc stock. As of the latest transaction made, Creative Planning holds 79,678 shares of SPG stock, worth $14 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

79,678

Previous 75,982 4.86%

Holding current value

$14 Million

Previous $11.5 Million 16.76%

% of portfolio

0.01%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$146.09 - $170.11 $539,948 - $628,726	3,696 Added 4.86%	79,678 $13.5 Million
Q2 2024 Aug 15, 2024	BUY	$140.18 - $153.78 $259,893 - $285,108	1,854 Added 2.5%	75,982 $11.5 Million
Q1 2024 May 10, 2024	BUY	$136.79 - $156.49 $363,724 - $416,106	2,659 Added 3.72%	74,128 $11.6 Million
Q4 2023 Feb 14, 2024	SELL	$103.37 - $146.58 $35,972 - $51,009	-348 Reduced 0.48%	71,469 $10.2 Million
Q3 2023 Nov 16, 2023	BUY	$108.03 - $125.44 $30,464 - $35,374	282 Added 0.39%	71,817 $7.76 Million
Q2 2023 Jul 21, 2023	BUY	$101.25 - $115.48 $196,931 - $224,608	1,945 Added 2.79%	71,535 $8.26 Million
Q1 2023 May 15, 2023	SELL	$102.38 - $131.79 $37,880 - $48,762	-370 Reduced 0.53%	69,590 $7.79 Million
Q4 2022 Feb 10, 2023	SELL	$90.98 - $120.7 $16,194 - $21,484	-178 Reduced 0.25%	69,960 $8.22 Million
Q3 2022 Nov 03, 2022	SELL	$63.72 - $108.64 $5.66 Million - $9.65 Million	-88,868 Reduced 55.89%	70,138 $6.3 Million
Q2 2022 Aug 15, 2022	BUY	$94.62 - $134.53 $568,382 - $808,121	6,007 Added 3.93%	159,006 $15.1 Million
Q1 2022 May 16, 2022	BUY	$128.19 - $163.16 $10.7 Million - $13.6 Million	83,244 Added 119.34%	152,999 $20.1 Million
Q4 2021 Feb 11, 2022	SELL	$131.39 - $170.5 $101,433 - $131,626	-772 Reduced 1.09%	69,755 $11.1 Million
Q3 2021 Nov 10, 2021	BUY	$117.19 - $136.42 $330,241 - $384,431	2,818 Added 4.16%	70,527 $9.17 Million
Q2 2021 Aug 04, 2021	SELL	$113.38 - $135.71 $4.66 Million - $5.58 Million	-41,094 Reduced 37.77%	67,709 $8.84 Million
Q1 2021 Apr 30, 2021	SELL	$82.81 - $121.01 $974,094 - $1.42 Million	-11,763 Reduced 9.76%	108,803 $12.4 Million
Q4 2020 Jan 29, 2021	BUY	$60.76 - $93.91 $1.92 Million - $2.96 Million	31,525 Added 35.41%	120,566 $10.3 Million
Q3 2020 Nov 05, 2020	BUY	$60.42 - $74.12 $768,663 - $942,954	12,722 Added 16.67%	89,041 $5.76 Million
Q2 2020 Jul 23, 2020	BUY	$44.01 - $95.5 $1.32 Million - $2.86 Million	29,961 Added 64.63%	76,319 $5.22 Million
Q1 2020 May 05, 2020	SELL	$44.92 - $149.11 $7,771 - $25,796	-173 Reduced 0.37%	46,358 $2.54 Million
Q4 2019 Jan 30, 2020	BUY	$144.01 - $158.06 $6,624 - $7,270	46 Added 0.1%	46,531 $6.93 Million
Q3 2019 Nov 01, 2019	SELL	$145.47 - $165.03 $14,256 - $16,172	-98 Reduced 0.21%	46,485 $7.24 Million
Q2 2019 Jul 26, 2019	BUY	$159.27 - $185.52 $12,582 - $14,656	79 Added 0.17%	46,583 $7.44 Million
Q1 2019 Apr 24, 2019	BUY	$164.87 - $185.85 $74,191 - $83,632	450 Added 0.98%	46,504 $8.47 Million
Q4 2018 Feb 01, 2019	BUY	$160.66 - $190.59 $213,677 - $253,484	1,330 Added 2.97%	46,054 $7.74 Million
Q3 2018 Oct 25, 2018	SELL	$168.58 - $185.23 $41,807 - $45,937	-248 Reduced 0.55%	44,724 $7.91 Million
Q2 2018 Jul 20, 2018	SELL	$146.74 - $172.85 $568,470 - $669,620	-3,874 Reduced 7.93%	44,972 $7.65 Million
Q1 2018 Apr 18, 2018	BUY	$150.46 - $172.42 $6.54 Million - $7.49 Million	43,462 Added 807.24%	48,846 $7.54 Million
Q4 2017 Jan 17, 2018	SELL	$154.99 - $171.74 $43,397 - $48,087	-280 Reduced 4.94%	5,384 $925,000
Q3 2017 Oct 17, 2017	BUY	$153.23 - $166.37 $867,894 - $942,319	5,664	5,664 $912,000

Others Institutions Holding SPG

# of Institutions

1,256

Shares Held

268M

Call Options Held

2.14M

Put Options Held

1.44M

View Full List

About SIMON PROPERTY GROUP INC

Ticker SPG
Exchange NYSE
Sector Real Estate
Industry REIT—Retail
Shares Outstandng 327,352,000
Market Cap $57.6B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Simon Property Group Inc Transaction History