Artemis Investment Management’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	$62.5M	Buy	+334,941	New	+$63.9M	0.66%	63
2025 Q4	–	Sell	-489,151	Closed	-$91.8M	–	222
2025 Q3	$91.8M	Sell	489,151 -581,010	-54%	-$100M	1.14%	26
2025 Q2	$172M	Buy	1,070,161 +604,790	+130%	+$95.6M	2.2%	7
2025 Q1	$77.3M	Buy	465,371 +321,897	+224%	+$56.3M	1.18%	21
2024 Q4	$24.7M	Buy	+143,474	New	+$25.2M	0.35%	90
2023 Q1	–	Sell	-162,115	Closed	-$19.1M	–	250
2022 Q4	$19.1M	Sell	162,115 -27,148	-14%	-$3.02M	0.22%	111
2022 Q3	$17M	Buy	+189,263	New	+$19.4M	0.19%	117
2022 Q1	–	Sell	-468,401	Closed	-$74.8M	–	303
2021 Q4	$74.8M	Buy	468,401 +18,669	+4%	+$2.85M	0.54%	49
2021 Q3	$58.4M	Buy	449,732 +53,245	+13%	+$6.93M	0.46%	61
2021 Q2	$51.8M	Sell	396,487 -63,556	-14%	-$7.9M	0.45%	64
2021 Q1	$52.3M	Buy	460,043 +173,703	+61%	+$18.1M	0.5%	57
2020 Q4	$24.4M	Buy	+286,340	New	+$21.9M	0.26%	122