Number of Shares
10,989.00
Current Holdings Value*
$1.73 Mil
% of Portfolio
3.45%
Total Estimate Gain
$560,222.90
% of Total Estimate Gain
20.75%

Dunham Real Estate Stock Fund's Simon Property Group Inc Holding Summary

As of 2025-04-30, Dunham Funds held 10,989.00 shares of Simon Property Group Inc(SPG), totaling $1.73 Mil. This investment constitutes 3.45% of their stock portfolio, and Dunham Funds now holds 0% of the outstanding Simon Property Group Inc(SPG) stock.

The initial trade took place in 2024Q1. And since then Dunham Real Estate Stock Fund has made 2 purchases of SPG, at an average price of $135.71, for a total of 19,892.00 shares. In addition, there have been 2 sales at an average price of $163.38 for 8,903.00 shares. Based on historical transaction data and SPG's current price of $164.27, Dunham Real Estate Stock Fund's estimated gain on his SPG holdings is $560,222.90, reflecting a 20.75% gain to date.

Dunham Real Estate Stock Fund SPG ($164.27) Holding Chart

Dunham Real Estate Stock Fund SPG ($164.27) 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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