Concentric Wealth Management, LLC Simon Property Group Inc Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Simon Property Group Inc stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 31,091 shares of SPG stock, worth $5.32 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
31,091
Previous 31,170
0.25%
Holding current value
$5.32 Million
Previous $4.73 Million
11.08%
% of portfolio
1.11%
Previous 1.25%
Shares
29 transactions
Others Institutions Holding SPG
# of Institutions
1,256Shares Held
267MCall Options Held
2.14MPut Options Held
1.44M-
Vanguard Group Inc Valley Forge, PA45.5MShares$7.77 Billion0.14% of portfolio
-
Black Rock Inc. New York, NY33.8MShares$5.78 Billion0.12% of portfolio
-
State Street Corp Boston, MA21.1MShares$3.6 Billion0.15% of portfolio
-
Cohen & Steers, Inc. New York, NY18.1MShares$3.09 Billion5.44% of portfolio
-
Geode Capital Management, LLC Boston, MA8.93MShares$1.53 Billion0.12% of portfolio
About SIMON PROPERTY GROUP INC
- Ticker SPG
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Retail
- Shares Outstandng 327,352,000
- Market Cap $56B
- 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...