Aptus Capital Advisors’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$399K Buy
2025
Q3
$388K Buy
2025
Q2
$291K Sell
2025
Q1
$512K Buy
2024
Q4
$415K Buy
2024
Q3
$273K Buy
2024
Q2
$236K Buy
2024
Q1
$231K Buy