A detailed history of Regent Peak Wealth Advisors LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 1,820 shares of SPG stock, worth $329,147. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,820
Previous 1,840 1.09%
Holding current value
$329,147
Previous $279,000 10.04%
% of portfolio
0.07%
Previous 0.07%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$146.09 - $170.11 $2,921 - $3,402
-20 Reduced 1.09%
1,820 $307,000
Q2 2024

Aug 14, 2024

SELL
$140.18 - $153.78 $140 - $153
-1 Reduced 0.05%
1,840 $279,000
Q1 2024

May 01, 2024

BUY
$136.79 - $156.49 $1,367 - $1,564
10 Added 0.55%
1,841 $288,000
Q4 2023

Jan 23, 2024

SELL
$103.37 - $146.58 $4,444 - $6,302
-43 Reduced 2.29%
1,831 $261,000
Q3 2023

Nov 03, 2023

SELL
$108.03 - $125.44 $9,722 - $11,289
-90 Reduced 4.58%
1,874 $202,000
Q2 2023

Jul 19, 2023

SELL
$101.25 - $115.48 $506 - $577
-5 Reduced 0.25%
1,964 $226,000
Q1 2023

Apr 24, 2023

SELL
$102.38 - $131.79 $409 - $527
-4 Reduced 0.2%
1,969 $220,000
Q4 2022

Feb 08, 2023

BUY
$90.98 - $120.7 $179,503 - $238,141
1,973 New
1,973 $231,000
Q2 2022

Aug 11, 2022

SELL
$94.62 - $134.53 $185,360 - $263,544
-1,959 Closed
0 $0
Q1 2022

May 03, 2022

BUY
$128.19 - $163.16 $1,666 - $2,121
13 Added 0.67%
1,959 $258,000
Q4 2021

Feb 11, 2022

BUY
$131.39 - $170.5 $525 - $682
4 Added 0.21%
1,946 $311,000
Q3 2021

Nov 08, 2021

BUY
$117.19 - $136.42 $820 - $954
7 Added 0.36%
1,942 $252,000
Q2 2021

Aug 16, 2021

SELL
$113.38 - $135.71 $2,494 - $2,985
-22 Reduced 1.12%
1,935 $245,000
Q1 2021

Apr 28, 2021

BUY
$82.81 - $121.01 $3,643 - $5,324
44 Added 2.3%
1,957 $222,000
Q4 2020

Feb 12, 2021

BUY
$60.76 - $93.91 $116,233 - $179,649
1,913 New
1,913 $163,000

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 $59.2B
  • 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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