Hudson Valley Investment Advisors Inc Simon Property Group Inc Transaction History

Hudson Valley Investment Advisors Inc

$903 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	BUY	$140.18 - $153.78 $217,279 - $238,359	1,550 New	1,550 $235,000
Q4 2023 Jan 12, 2024	SELL	$103.37 - $146.58 $128,385 - $182,052	-1,242 Reduced 44.48%	1,550 $221,000
Q3 2023 Oct 27, 2023	SELL	$108.03 - $125.44 $347,856 - $403,916	-3,220 Reduced 53.56%	2,792 $301,000
Q2 2023 Jul 17, 2023	SELL	$101.25 - $115.48 $371,790 - $424,042	-3,672 Reduced 37.92%	6,012 $694,000
Q1 2023 Apr 06, 2023	SELL	$102.38 - $131.79 $454,260 - $584,752	-4,437 Reduced 31.42%	9,684 $1.08 Million
Q4 2022 Jan 31, 2023	BUY	$90.98 - $120.7 $58,500 - $77,610	643 Added 4.77%	14,121 $1.66 Million
Q3 2022 Oct 11, 2022	BUY	$63.72 - $108.64 $55,563 - $94,734	872 Added 6.92%	13,478 $1.21 Million
Q2 2022 Jul 18, 2022	BUY	$94.62 - $134.53 $95,282 - $135,471	1,007 Added 8.68%	12,606 $1.2 Million
Q1 2022 Apr 20, 2022	BUY	$128.19 - $163.16 $453,279 - $576,933	3,536 Added 43.85%	11,599 $1.53 Million
Q4 2021 Jan 24, 2022	BUY	$131.39 - $170.5 $851,407 - $1.1 Million	6,480 Added 409.35%	8,063 $1.29 Million
Q3 2021 Oct 26, 2021	BUY	$117.19 - $136.42 $185,511 - $215,952	1,583 New	1,583 $206,000
Q1 2020 Apr 29, 2020	SELL	$44.92 - $149.11 $116,522 - $386,791	-2,594 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$144.01 - $158.06 $22,609 - $24,815	-157 Reduced 5.71%	2,594 $386,000
Q3 2019 Oct 18, 2019	SELL	$145.47 - $165.03 $179,800 - $203,977	-1,236 Reduced 31.0%	2,751 $428,000
Q2 2019 Jul 16, 2019	SELL	$159.27 - $185.52 $1,274 - $1,484	-8 Reduced 0.2%	3,987 $637,000
Q1 2019 Apr 10, 2019	SELL	$164.87 - $185.85 $117,552 - $132,511	-713 Reduced 15.14%	3,995 $728,000
Q4 2018 Jan 17, 2019	BUY	$160.66 - $190.59 $756,387 - $897,297	4,708 New	4,708 $791,000

Others Institutions Holding SPG

# of Institutions

1,253

Shares Held

269M

Call Options Held

2.14M

Put Options Held

1.44M

Vanguard Group Inc Valley Forge, PA

45.5M
Shares

$8.24 Billion
0.14% of portfolio
Black Rock Inc. New York, NY

33.8M
Shares

$6.13 Billion
0.12% of portfolio
State Street Corp Boston, MA

21.1M
Shares

$3.82 Billion
0.15% of portfolio
Cohen & Steers, Inc. New York, NY

18.1M
Shares

$3.28 Billion
5.44% of portfolio
Geode Capital Management, LLC Boston, MA

8.93M
Shares

$1.62 Billion
0.12% 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 $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

Portfolio Update

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

News

Stay updated on Hudson Valley Investment Advisors Inc with notifications on news.

Account