Optimum Investment Advisors Simon Property Group Inc Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

A detailed history of Optimum Investment Advisors transactions in Simon Property Group Inc stock. As of the latest transaction made, Optimum Investment Advisors holds 2,979 shares of SPG stock, worth $526,180. This represents 0.22% of its overall portfolio holdings.

Number of Shares

2,979

Previous 2,979 -0.0%

Holding current value

$526,180

Previous $452,000 11.28%

% of portfolio

0.22%

Previous 0.21%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$140.18 - $153.78 $70,090 - $76,890	-500 Reduced 14.37%	2,979 $452,000
Q1 2024 Apr 11, 2024	SELL	$136.79 - $156.49 $34,197 - $39,122	-250 Reduced 6.7%	3,479 $544,000
Q4 2023 Jan 08, 2024	SELL	$103.37 - $146.58 $14,161 - $20,081	-137 Reduced 3.54%	3,729 $531,000
Q3 2023 Oct 13, 2023	SELL	$108.03 - $125.44 $10,262 - $11,916	-95 Reduced 2.4%	3,866 $417,000
Q1 2023 May 03, 2023	SELL	$102.38 - $131.79 $13,309 - $17,132	-130 Reduced 3.18%	3,961 $443,000
Q3 2022 Oct 24, 2022	BUY	$63.72 - $108.64 $49,510 - $84,413	777 Added 23.45%	4,091 $367,000
Q1 2022 Apr 08, 2022	SELL	$128.19 - $163.16 $8,204 - $10,442	-64 Reduced 1.89%	3,314 $436,000
Q3 2021 Oct 22, 2021	SELL	$117.19 - $136.42 $115,080 - $133,964	-982 Reduced 22.52%	3,378 $439,000
Q2 2021 Aug 02, 2021	SELL	$113.38 - $135.71 $31,066 - $37,184	-274 Reduced 5.91%	4,360 $569,000
Q1 2021 Apr 15, 2021	BUY	$82.81 - $121.01 $1,159 - $1,694	14 Added 0.3%	4,634 $527,000
Q4 2020 Jan 21, 2021	SELL	$60.76 - $93.91 $17,012 - $26,294	-280 Reduced 5.71%	4,620 $394,000
Q3 2020 Oct 06, 2020	BUY	$60.42 - $74.12 $220,533 - $270,538	3,650 Added 292.0%	4,900 $317,000
Q1 2020 Apr 21, 2020	SELL	$44.92 - $149.11 $4,492 - $14,911	-100 Reduced 7.41%	1,250 $69,000
Q4 2019 Jan 22, 2020	BUY	$144.01 - $158.06 $151,210 - $165,963	1,050 Added 350.0%	1,350 $201,000
Q3 2019 Oct 17, 2019	BUY	$145.47 - $165.03 $43,641 - $49,509	300 New	300 $47,000

Others Institutions Holding SPG

# of Institutions

1,257

Shares Held

269M

Call Options Held

2.14M

Put Options Held

1.44M

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...

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Optimum Investment Advisors Simon Property Group Inc Transaction History