Tci Wealth Advisors, Inc. Simon Property Group Inc Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	BUY	$90.98 - $120.7 $15,557 - $20,639	171 Added 259.09%	237 $27,000
Q3 2022 Nov 08, 2022	SELL	$63.72 - $108.64 $2,421 - $4,128	-38 Reduced 36.54%	66 $6,000
Q2 2022 Jul 19, 2022	SELL	$94.62 - $134.53 $5,677 - $8,071	-60 Reduced 36.59%	104 $10,000
Q3 2021 Oct 29, 2021	BUY	$117.19 - $136.42 $2,578 - $3,001	22 Added 15.49%	164 $21,000
Q2 2021 Aug 02, 2021	BUY	$113.38 - $135.71 $4,308 - $5,156	38 Added 36.54%	142 $19,000
Q1 2021 Apr 29, 2021	BUY	$82.81 - $121.01 $3,312 - $4,840	40 Added 62.5%	104 $12,000
Q4 2020 Jan 21, 2021	SELL	$60.76 - $93.91 $850 - $1,314	-14 Reduced 17.95%	64 $5,000
Q3 2020 Oct 20, 2020	SELL	$60.42 - $74.12 $4,591 - $5,633	-76 Reduced 49.35%	78 $5,000
Q2 2020 Jul 20, 2020	BUY	$44.01 - $95.5 $4,577 - $9,932	104 Added 208.0%	154 $11,000
Q1 2020 Apr 14, 2020	SELL	$44.92 - $149.11 $808 - $2,683	-18 Reduced 26.47%	50 $3,000
Q4 2019 Jan 27, 2020	BUY	$144.01 - $158.06 $1,728 - $1,896	12 Added 21.43%	68 $10,000
Q3 2019 Oct 17, 2019	SELL	$145.47 - $165.03 $1,745 - $1,980	-12 Reduced 17.65%	56 $9,000
Q2 2019 Jul 23, 2019	SELL	$159.27 - $185.52 $1,592 - $1,855	-10 Reduced 12.82%	68 $11,000
Q1 2019 Apr 11, 2019	SELL	$164.87 - $185.85 $824 - $929	-5 Reduced 6.02%	78 $14,000
Q4 2018 Jan 17, 2019	SELL	$160.66 - $190.59 $11,085 - $13,150	-69 Reduced 45.39%	83 $14,000
Q3 2018 Nov 02, 2018	BUY	$168.58 - $185.23 $11,969 - $13,151	71 Added 87.65%	152 $27,000
Q2 2018 Jul 27, 2018	BUY	$146.74 - $172.85 $6,896 - $8,123	47 Added 138.24%	81 $14,000
Q1 2018 Apr 30, 2018	SELL	$150.46 - $172.42 $2,256 - $2,586	-15 Reduced 30.61%	34 $5,000
Q2 2017 Aug 10, 2017	BUY	N/A	49	49 $8,000

Others Institutions Holding SPG

# of Institutions

1,256

Shares Held

268M

Call Options Held

2.14M

Put Options Held

1.44M

Vanguard Group Inc Valley Forge, PA

45.5M
Shares

$7.92 Billion
0.14% of portfolio
Black Rock Inc. New York, NY

33.8M
Shares

$5.89 Billion
0.12% of portfolio
State Street Corp Boston, MA

21.1M
Shares

$3.67 Billion
0.15% of portfolio
Cohen & Steers, Inc. New York, NY

18.1M
Shares

$3.15 Billion
5.44% of portfolio
Geode Capital Management, LLC Boston, MA

8.93M
Shares

$1.56 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 $57B
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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