Number of Shares
81,076.00
Current Holdings Value*
$13.47 Mil
% of Portfolio
7.08%
Total Estimate Gain
$-831,814.63
% of Total Estimate Gain
-5.85%

NAA RISK MANAGED REAL ESTATE FUND's Simon Property Group Inc Holding Summary

As of 2025-03-31, NAA RISK MANAGED REAL ESTATE FUND held 81,076.00 shares of Simon Property Group Inc(SPG), totaling $13.47 Mil. This investment constitutes 7.08% of their stock portfolio, and NAA RISK MANAGED REAL ESTATE FUND now holds 0.02% of the outstanding Simon Property Group Inc(SPG) stock.

The initial trade took place in 2024Q4. And since then NAA RISK MANAGED REAL ESTATE FUND has made 1 purchases of SPG, at an average price of $175.51, for a total of 81,076.00 shares. Based on historical transaction data and SPG's current price of $165.26, NAA RISK MANAGED REAL ESTATE FUND's estimated gain on his SPG holdings is $-831,814.63, reflecting a -5.85% gain to date.

NAA RISK MANAGED REAL ESTATE FUND SPG ($165.26) Holding Chart

NAA RISK MANAGED REAL ESTATE FUND SPG ($165.26) 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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