Back to SPG-PJ
Concurrent Investment Advisors, LLC → SPG-PJ
Concurrent Investment Advisors, LLC SPG-PJ Position History
Simon Property Group, Inc.
Quarters held
9
Latest value
$6.7M
Q3 2026
Peak value
$6.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.1M |
| Q4 2025 | $5.9M |
| Q4 2025 | $312K |
| Q1 2026 | $5.8M |
| Q1 2026 | $188K |
| Q2 2026 | $6.8M |
| Q2 2026 | $264K |
| Q3 2026 | $3.2M |
| Q3 2026 | $6.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.7M | 33.3K | — | — |
| Q3 2026 | $3.2M | 15.8K | — | — |
| Q2 2026 | $264K | 1.2K | — | — |
| Q2 2026 | $6.8M | 30.4K | — | — |
| Q1 2026 | $188K | 1.0K | — | — |
| Q1 2026 | $5.8M | 31.1K | — | — |
| Q4 2025 | $312K | 1.7K | — | — |
| Q4 2025 | $5.9M | 31.8K | — | — |
| Q3 2025 | $6.1M | 32.2K | — | — |
Other funds holding SPG-PJ
$8.1B
$8.1B
$7.3B
$7.1B
$4.6B
$4.6B
$4.1B