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Congress Wealth Management LLC DE Buys 382 Shares of Simon Property Group, Inc. (NYSE:SPG)

Congress Wealth Management LLC DE lifted its stake in shares of Simon Property Group, Inc. (NYSE:SPG – Get Rating) by 6.9% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 5,948 shares of the real estate investment trust’s stock after buying an additional 382 shares during the quarter. Congress Wealth Management LLC DE’s holdings […] ....

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Hudson Valley Investment Advisors Inc. ADV Has $1.08 Million Position in Simon Property Group, Inc. (NYSE:SPG)

Hudson Valley Investment Advisors Inc. ADV lowered its stake in shares of Simon Property Group, Inc. (NYSE:SPG – Get Rating) by 31.4% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,684 shares of the real estate investment trust’s stock after selling 4,437 shares […] ....

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Socha Financial Group LLC Makes New Investment in Simon Property Group, Inc. (NYSE:SPG)

Socha Financial Group LLC bought a new position in Simon Property Group, Inc. (NYSE:SPG – Get Rating) during the fourth quarter, HoldingsChannel.com reports. The fund bought 1,969 shares of the real estate investment trust’s stock, valued at approximately $231,000. Simon Property Group accounts for 0.2% of Socha Financial Group LLC’s portfolio, making the stock its […] ....

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Charles Schwab Investment Management Inc. Grows Stock Position in Simon Property Group, Inc. (NYSE:SPG)

Charles Schwab Investment Management Inc. lifted its position in shares of Simon Property Group, Inc. (NYSE:SPG – Get Rating) by 3.7% during the 4th quarter, HoldingsChannel.com reports. The fund owned 3,356,272 shares of the real estate investment trust’s stock after acquiring an additional 119,330 shares during the quarter. Charles Schwab Investment Management Inc.’s holdings in […] ....

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Stamos Capital Partners L.P. Trims Holdings in Simon Property Group, Inc. (NYSE:SPG)

Stamos Capital Partners L.P. decreased its stake in shares of Simon Property Group, Inc. (NYSE:SPG – Get Rating) by 62.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,270 shares of the real estate investment trust’s stock after selling 7,020 shares during the […] ....

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