W.G. Shaheen & Associates Dba Whitney & CO Simon Property Group Inc Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$823 Million
Q1 2024

A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Simon Property Group Inc stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 20,301 shares of SPG stock, worth $3 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

20,301

Previous 23,722 14.42%

Holding current value

$3 Million

Previous $3.38 Million 6.12%

% of portfolio

0.39%

Previous 0.44%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$136.79 - $156.49 $467,958 - $535,352	-3,421 Reduced 14.42%	20,301 $3.18 Million
Q4 2023 Feb 08, 2024	SELL	$103.37 - $146.58 $7,649 - $10,846	-74 Reduced 0.31%	23,722 $3.38 Million
Q3 2023 Nov 08, 2023	SELL	$108.03 - $125.44 $5.51 Million - $6.4 Million	-51,047 Reduced 68.21%	23,796 $2.57 Million
Q2 2023 Aug 14, 2023	SELL	$101.25 - $115.48 $71,381 - $81,413	-705 Reduced 0.93%	74,843 $8.64 Million
Q1 2023 May 03, 2023	SELL	$102.38 - $131.79 $45,763 - $58,910	-447 Reduced 0.59%	75,548 $8.46 Million

Q4 2022 Feb 03, 2023	SELL	$90.98 - $120.7 $8,461 - $11,225	-93 Reduced 0.12%	75,995 $8.93 Million
Q3 2022 Nov 09, 2022	SELL	$63.72 - $108.64 $5,734 - $9,777	-90 Reduced 0.12%	76,088 $6.83 Million
Q2 2022 Aug 05, 2022	BUY	$94.62 - $134.53 $17,977 - $25,560	190 Added 0.25%	76,178 $7.23 Million
Q1 2022 May 13, 2022	SELL	$128.19 - $163.16 $949,375 - $1.21 Million	-7,406 Reduced 8.88%	75,988 $10 Million
Q4 2021 Feb 11, 2022	SELL	$131.39 - $170.5 $152,018 - $197,268	-1,157 Reduced 1.37%	83,394 $13.3 Million
Q3 2021 Nov 12, 2021	SELL	$117.19 - $136.42 $387,195 - $450,731	-3,304 Reduced 3.76%	84,551 $11 Million
Q2 2021 Aug 13, 2021	BUY	$113.38 - $135.71 $252,043 - $301,683	2,223 Added 2.6%	87,855 $11.5 Million
Q1 2021 May 11, 2021	BUY	$82.81 - $121.01 $160,568 - $234,638	1,939 Added 2.32%	85,632 $9.74 Million
Q4 2020 Feb 10, 2021	SELL	$60.76 - $93.91 $96,851 - $149,692	-1,594 Reduced 1.87%	83,693 $8.29 Million
Q3 2020 Nov 13, 2020	BUY	$60.42 - $74.12 $2.36 Million - $2.89 Million	39,011 Added 84.3%	85,287 $5.52 Million
Q2 2020 Aug 13, 2020	BUY	$44.01 - $95.5 $2.04 Million - $4.42 Million	46,276 New	46,276 $3.16 Million

Others Institutions Holding SPG

# of Institutions

1,194

Shares Held

263M

Call Options Held

3.01M

Put Options Held

2.02M

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 $48.4B
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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W.G. Shaheen & Associates Dba Whitney & CO Simon Property Group Inc Transaction History