Naviter Wealth, LLC Simon Property Group Inc Transaction History

Naviter Wealth, LLC

$795 Million
Q2 2025

A detailed history of Naviter Wealth, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Naviter Wealth, LLC holds 25,081 shares of SPG stock, worth $4.14 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

25,081

Previous 24,037 4.34%

Holding current value

$4.14 Million

Previous $3.99 Million 1.0%

% of portfolio

0.51%

Previous 0.49%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$140.37 - $171.44 $146,546 - $178,983	1,044 Added 4.34%	25,081 $4.03 Million
Q1 2025 Apr 25, 2025	BUY	$159.48 - $187.78 $143,053 - $168,438	897 Added 3.88%	24,037 $3.99 Million
Q4 2024 Feb 07, 2025	BUY	$167.23 - $183.84 $215,057 - $236,418	1,286 Added 5.88%	23,140 $3.98 Million
Q3 2024 Oct 16, 2024	SELL	$146.09 - $170.11 $275,525 - $320,827	-1,886 Reduced 7.94%	21,854 $3.69 Million
Q2 2024 Aug 01, 2024	BUY	$140.18 - $153.78 $97,985 - $107,492	699 Added 3.03%	23,740 $3.6 Million
Q1 2024 Apr 18, 2024	SELL	$136.79 - $156.49 $283,702 - $324,560	-2,074 Reduced 8.26%	23,041 $3.61 Million
Q4 2023 Feb 05, 2024	BUY	$103.37 - $146.58 $420,095 - $595,701	4,064 Added 19.31%	25,115 $3.58 Million
Q3 2023 Nov 14, 2023	BUY	$108.03 - $125.44 $231,076 - $268,316	2,139 Added 11.31%	21,051 $2.27 Million
Q2 2023 Jul 20, 2023	BUY	$101.25 - $115.48 $227,711 - $259,714	2,249 Added 13.5%	18,912 $2.18 Million
Q1 2023 Apr 12, 2023	BUY	$102.38 - $131.79 $662,193 - $852,417	6,468 Added 63.44%	16,663 $1.87 Million
Q4 2022 Jan 31, 2023	BUY	$90.98 - $120.7 $81,154 - $107,664	892 Added 9.59%	10,195 $1.2 Million
Q3 2022 Oct 27, 2022	BUY	$63.72 - $108.64 $175,484 - $299,194	2,754 Added 42.05%	9,303 $835,000
Q2 2022 Jul 18, 2022	SELL	$94.62 - $134.53 $19,207 - $27,309	-203 Reduced 3.01%	6,549 $622,000
Q1 2022 Apr 21, 2022	BUY	$128.19 - $163.16 $18,202 - $23,168	142 Added 2.15%	6,752 $888,000
Q4 2021 Feb 03, 2022	BUY	$131.39 - $170.5 $868,487 - $1.13 Million	6,610 New	6,610 $1.06 Million

Others Institutions Holding SPG

# of Institutions

1,355

Shares Held

279M

Call Options Held

1.75M

Put Options Held

1.38M

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 $54B
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...

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Naviter Wealth, LLC Simon Property Group Inc Transaction History