Rmr Wealth Builders Simon Property Group Inc Transaction History

Rmr Wealth Builders

$958 Million
Q4 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$136.79 - $156.49 $14,226 - $16,274	-104 Reduced 4.39%	2,266 $354,000
Q4 2023 Feb 06, 2024	BUY	$103.37 - $146.58 $2,790 - $3,957	27 Added 1.15%	2,370 $338,000
Q3 2023 Oct 23, 2023	SELL	$108.03 - $125.44 $15,124 - $17,561	-140 Reduced 5.64%	2,343 $253,000
Q2 2023 Jul 21, 2023	BUY	$101.25 - $115.48 $708 - $808	7 Added 0.28%	2,483 $286,000
Q1 2023 Apr 11, 2023	SELL	$102.38 - $131.79 $6,654 - $8,566	-65 Reduced 2.56%	2,476 $277,000
Q4 2022 Feb 15, 2023	BUY	$90.98 - $120.7 $231,180 - $306,698	2,541 New	2,541 $298,000
Q3 2022 Nov 08, 2022	BUY	$63.72 - $108.64 $2,867 - $4,888	45 Added 1.83%	2,504 $225,000
Q2 2022 Aug 02, 2022	SELL	$94.62 - $134.53 $147,607 - $209,866	-1,560 Reduced 38.82%	2,459 $233,000
Q1 2022 May 13, 2022	BUY	$128.19 - $163.16 $202,924 - $258,282	1,583 Added 64.98%	4,019 $529,000
Q4 2021 Feb 02, 2022	SELL	$131.39 - $170.5 $168,967 - $219,263	-1,286 Reduced 34.55%	2,436 $389,000
Q3 2021 Oct 18, 2021	BUY	$117.19 - $136.42 $5,273 - $6,138	45 Added 1.22%	3,722 $484,000
Q2 2021 Aug 16, 2021	SELL	$113.38 - $135.71 $7,483 - $8,956	-66 Reduced 1.76%	3,677 $480,000
Q1 2021 May 13, 2021	BUY	$82.81 - $121.01 $166,282 - $242,988	2,008 Added 115.73%	3,743 $426,000
Q4 2020 Feb 26, 2021	BUY	$60.76 - $93.91 $105,418 - $162,933	1,735 New	1,735 $148,000
Q4 2020 Feb 09, 2021	SELL	$60.76 - $93.91 $216,548 - $334,695	-3,564 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$60.42 - $74.12 $117,335 - $143,941	1,942 Added 119.73%	3,564 $230,000
Q2 2020 Aug 19, 2020	SELL	$44.01 - $95.5 $1,892 - $4,106	-43 Reduced 2.58%	1,622 $111,000
Q4 2019 Mar 03, 2020	BUY	$144.01 - $158.06 $239,776 - $263,169	1,665 New	1,665 $248,000

Others Institutions Holding SPG

# of Institutions

1,279

Shares Held

270M

Call Options Held

2.14M

Put Options Held

1.44M

Vanguard Group Inc Valley Forge, PA

45.5M
Shares

$7.91 Billion
0.14% of portfolio
Black Rock Inc. New York, NY

33.8M
Shares

$5.88 Billion
0.12% of portfolio
State Street Corp Boston, MA

21.1M
Shares

$3.66 Billion
0.15% of portfolio
Cohen & Steers, Inc. New York, NY

18.1M
Shares

$3.14 Billion
5.44% of portfolio
Geode Capital Management, LLC Boston, MA

8.93M
Shares

$1.55 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 $56.9B
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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