Number of Shares
41,400.00
Current Holdings Value*
$6.88 Mil
% of Portfolio
3.21%
Total Estimate Gain
$1.68 Mil
% of Total Estimate Gain
10.00%

Baron Real Estate Income Fund's Simon Property Group Inc Holding Summary

As of 2025-03-31, BARON SELECT FUNDS held 41,400.00 shares of Simon Property Group Inc(SPG), totaling $6.88 Mil. This investment constitutes 3.21% of their stock portfolio, and BARON SELECT FUNDS now holds 0.01% of the outstanding Simon Property Group Inc(SPG) stock.

The initial trade took place in 2020Q4. And since then Baron Real Estate Income Fund has made 8 purchases of SPG, at an average price of $126.45, for a total of 132,883.00 shares. In addition, there have been 7 sales at an average price of $129.41 for 91,483.00 shares. Based on historical transaction data and SPG's current price of $160.50, Baron Real Estate Income Fund's estimated gain on his SPG holdings is $1.68 Mil, reflecting a 10.00% gain to date.

Baron Real Estate Income Fund SPG ($160.50) Holding Chart

Baron Real Estate Income Fund SPG ($160.50) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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