A detailed history of Robertson Stephens Wealth Management, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 2,575 shares of SPG stock, worth $454,822. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,575
Previous 2,712 5.05%
Holding current value
$454,822
Previous $411,000 5.84%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$146.09 - $170.11 $20,014 - $23,305
-137 Reduced 5.05%
2,575 $435,000
Q2 2024

Aug 13, 2024

SELL
$140.18 - $153.78 $2.33 Million - $2.55 Million
-16,614 Reduced 85.97%
2,712 $411,000
Q1 2024

May 15, 2024

SELL
$136.79 - $156.49 $33,650 - $38,496
-246 Reduced 1.26%
19,326 $3.02 Million
Q4 2023

Feb 06, 2024

BUY
$103.37 - $146.58 $206 - $293
2 Added 0.01%
19,572 $2.79 Million
Q3 2023

Nov 13, 2023

BUY
$108.03 - $125.44 $1.79 Million - $2.07 Million
16,538 Added 545.45%
19,570 $2.11 Million
Q2 2023

Aug 11, 2023

SELL
$101.25 - $115.48 $15,187 - $17,322
-150 Reduced 4.71%
3,032 $350,000
Q1 2023

May 11, 2023

BUY
$102.38 - $131.79 $325,773 - $419,355
3,182 New
3,182 $356,000

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 $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...
More about SPG
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.