Number of Shares
31,957.00
Current Holdings Value*
$5.31 Mil
% of Portfolio
4.25%
Total Estimate Gain
$-345,550.23
% of Total Estimate Gain
-4.15%

SA Real Estate Securities Fund's Simon Property Group Inc Holding Summary

As of 2025-03-31, SA FUNDS INVESTMENT TRUST held 31,957.00 shares of Simon Property Group Inc(SPG), totaling $5.31 Mil. This investment constitutes 4.25% of their stock portfolio, and SA FUNDS INVESTMENT TRUST now holds 0.01% of the outstanding Simon Property Group Inc(SPG) stock.

The initial trade took place in 2019Q3. And since then SA Real Estate Securities Fund has made 1 purchases of SPG, at an average price of $154.44, for a total of 53,908.00 shares. In addition, there have been 18 sales at an average price of $126.43 for 21,951.00 shares. Based on historical transaction data and SPG's current price of $162.86, SA Real Estate Securities Fund's estimated gain on his SPG holdings is $-345,550.23, reflecting a -4.15% gain to date.

SA Real Estate Securities Fund SPG ($162.86) Holding Chart

SA 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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