Heitman US Real Estate Securities Fund SPG Holdings History
Heitman US Real Estate Securities Fund's Simon Property Group Inc Holding Summary
As of 2024-09-30, Series Portfolios Trust held 368.00 shares of Simon Property Group Inc(SPG), totaling $62,200.00. This investment constitutes 4.38% of their stock portfolio, and Series Portfolios Trust now holds 0% of the outstanding Simon Property Group Inc(SPG) stock.
The initial trade took place in 2020Q1. And since then Heitman US Real Estate Securities Fund has made 3 purchases of SPG, at an average price of $127.44, for a total of 64,766.00 shares. In addition, there have been 9 sales at an average price of $108.33 for 64,398.00 shares. Based on historical transaction data and SPG's current price of $162.86, Heitman US Real Estate Securities Fund's estimated gain on his SPG holdings is $-1.22 Mil, reflecting a -14.75% gain to date.
Heitman US Real Estate Securities Fund SPG ($162.86) Holding Chart
Heitman US Real Estate Securities Fund SPG ($162.86) 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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