SPG SIMON PPTY GROUP INC

Ownership history in SAM Advisors, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which SAM Advisors, LLC reported a position in SIMON PPTY GROUP INC (SPG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.86% (2021 Q3)
Avg. % of fund
1.25%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 21,738 +7 +0.0% 1.27% $4.0M $183.00
2025 Q3 ADDED 21,731 +89 +0.4% 1.31% $4.1M $183.27
2025 Q2 ADDED 21,642 +675 +3.2% 1.20% $3.5M $155.15
2025 Q1 REDUCED 20,967 -548 -2.5% 1.30% $3.5M $158.20
2024 Q4 REDUCED 21,515 -454 -2.1% 1.34% $3.7M $162.03
2024 Q3 REDUCED 21,969 -408 -1.8% 1.36% $3.7M $157.21
2024 Q2 REDUCED 22,377 -216 -1.0% 1.23% $3.4M $139.43
2024 Q1 REDUCED 22,593 -665 -2.9% 1.29% $3.5M $141.87
2023 Q3 REDUCED 23,258 -265 -1.1% 1.09% $2.5M $95.29
2023 Q2 ADDED 23,523 +1,832 +8.4% 1.13% $2.7M $100.19
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPG price (monthly, adj. close)
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