Mount Yale Investment Advisors, LLC Simon Property Group Inc Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$103.37 - $146.58 $552,822 - $783,909	-5,348 Reduced 9.48%	51,079 $7.29 Million
Q3 2023 Oct 11, 2023	SELL	$108.03 - $125.44 $340,402 - $395,261	-3,151 Reduced 5.29%	56,427 $6.1 Million
Q2 2023 Aug 14, 2023	SELL	$101.25 - $115.48 $169,188 - $192,967	-1,671 Reduced 2.73%	59,578 $6.88 Million
Q1 2023 May 11, 2023	BUY	$102.38 - $131.79 $44,330 - $57,065	433 Added 0.71%	61,249 $6.86 Million
Q4 2022 Feb 13, 2023	BUY	$90.98 - $120.7 $16,922 - $22,450	186 Added 0.31%	60,816 $7.15 Million
Q3 2022 Nov 07, 2022	BUY	$63.72 - $108.64 $159,300 - $271,600	2,500 Added 4.3%	60,630 $5.44 Million
Q2 2022 Aug 02, 2022	BUY	$94.62 - $134.53 $935,981 - $1.33 Million	9,892 Added 20.51%	58,130 $5.52 Million
Q1 2022 May 03, 2022	SELL	$128.19 - $163.16 $234,587 - $298,582	-1,830 Reduced 3.66%	48,238 $6.35 Million
Q4 2021 Feb 02, 2022	SELL	$131.39 - $170.5 $264,356 - $343,046	-2,012 Reduced 3.86%	50,068 $8 Million
Q3 2021 Nov 02, 2021	SELL	$117.19 - $136.42 $190,902 - $222,228	-1,629 Reduced 3.03%	52,080 $6.77 Million
Q2 2021 Aug 04, 2021	SELL	$113.38 - $135.71 $647,399 - $774,904	-5,710 Reduced 9.61%	53,709 $7.01 Million
Q1 2021 May 04, 2021	SELL	$82.81 - $121.01 $501,414 - $732,715	-6,055 Reduced 9.25%	59,419 $6.76 Million
Q4 2020 Feb 12, 2021	SELL	$60.76 - $93.91 $518,404 - $801,240	-8,532 Reduced 11.53%	65,474 $5.58 Million
Q3 2020 Nov 16, 2020	BUY	$60.42 - $74.12 $25,195 - $30,908	417 Added 0.57%	74,006 $4.79 Million
Q2 2020 Jul 09, 2020	BUY	$44.01 - $95.5 $994,053 - $2.16 Million	22,587 Added 44.29%	73,589 $5.03 Million
Q1 2020 May 04, 2020	BUY	$44.92 - $149.11 $50,579 - $167,897	1,126 Added 2.26%	51,002 $2.8 Million
Q4 2019 Feb 13, 2020	BUY	$144.01 - $158.06 $728,546 - $799,625	5,059 Added 11.29%	49,876 $6.64 Million
Q3 2019 Nov 14, 2019	BUY	$145.47 - $165.03 $540,566 - $613,251	3,716 Added 9.04%	44,817 $6.88 Million
Q2 2019 Aug 13, 2019	BUY	$159.27 - $185.52 $24,846 - $28,941	156 Added 0.38%	41,101 $6.31 Million
Q1 2019 May 15, 2019	BUY	$164.87 - $185.85 $110,133 - $124,147	668 Added 1.66%	40,945 $7.46 Million
Q4 2018 Feb 14, 2019	SELL	$160.66 - $190.59 $725,379 - $860,513	-4,515 Reduced 10.08%	40,277 $7.46 Million
Q3 2018 Nov 13, 2018	BUY	$168.58 - $185.23 $394,982 - $433,993	2,343 Added 5.52%	44,792 $8.39 Million
Q2 2018 Aug 22, 2018	BUY	$146.74 - $172.85 $287,757 - $338,958	1,961 Added 4.84%	42,449 $7.22 Million
Q1 2018 Jun 25, 2018	BUY	$150.46 - $172.42 $6.09 Million - $6.98 Million	40,488 New	40,488 $6.25 Million

Others Institutions Holding SPG

# of Institutions

1,257

Shares Held

269M

Call Options Held

2.14M

Put Options Held

1.44M

Vanguard Group Inc Valley Forge, PA

45.5M
Shares

$8.03 Billion
0.14% of portfolio
Black Rock Inc. New York, NY

33.8M
Shares

$5.97 Billion
0.12% of portfolio
State Street Corp Boston, MA

21.1M
Shares

$3.72 Billion
0.15% of portfolio
Cohen & Steers, Inc. New York, NY

18.1M
Shares

$3.19 Billion
5.44% of portfolio
Geode Capital Management, LLC Boston, MA

8.93M
Shares

$1.58 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 $57.8B
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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