Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Simon Property Group Inc Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.31 Billion
Q1 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	$94.62 - $134.53 $159,245 - $226,413	-1,683 Closed	0 $0
Q1 2022 May 13, 2022	SELL	$128.19 - $163.16 $8,845 - $11,258	-69 Reduced 3.94%	1,683 $222,000
Q4 2021 Feb 14, 2022	BUY	$131.39 - $170.5 $230,195 - $298,716	1,752 New	1,752 $280,000
Q3 2021 Nov 02, 2021	SELL	$117.19 - $136.42 $188,793 - $219,772	-1,611 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$113.38 - $135.71 $182,655 - $218,628	1,611 New	1,611 $210,000

Q1 2021 May 17, 2021	SELL	$82.81 - $121.01 $197,998 - $289,334	-2,391 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$60.76 - $93.91 $145,277 - $224,538	2,391 New	2,391 $204,000

Others Institutions Holding SPG

# of Institutions

1,195

Shares Held

263M

Call Options Held

3.01M

Put Options Held

2.02M

Vanguard Group Inc Valley Forge, PA

46.4M
Shares

$6.88 Billion
0.15% of portfolio
Black Rock Inc. New York, NY

33.8M
Shares

$5.01 Billion
0.12% of portfolio
State Street Corp Boston, MA

21.2M
Shares

$3.14 Billion
0.15% of portfolio
Cohen & Steers, Inc. New York, NY

20.6M
Shares

$3.05 Billion
6.74% of portfolio
Geode Capital Management, LLC Boston, MA

8.9M
Shares

$1.32 Billion
0.13% of portfolio

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 $48.5B
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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