A detailed history of Naviter Wealth, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Naviter Wealth, LLC holds 21,854 shares of SPG stock, worth $3.94 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
21,854
Previous 23,740 7.94%
Holding current value
$3.94 Million
Previous $3.6 Million 2.5%
% of portfolio
0.52%
Previous 0.54%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SIMON PROPERTY GROUP INC


  • Ticker SPG
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Retail
  • Shares Outstandng 327,352,000
  • Market Cap $59B
  • 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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