Beacon Investment 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	$739K	Buy	3,960 +22	+0.6%	+$4.2K	0.28%	80
2025 Q4	$729K	Buy	3,938 +20	+0.5%	+$3.63K	0.29%	83
2025 Q3	$735K	Buy	3,918 +42	+1%	+$7.25K	0.3%	83
2025 Q2	$622K	Hold	3,876	–	–	0.27%	87
2025 Q1	$644K	Buy	3,876 +23	+0.6%	+$4.02K	0.3%	86
2024 Q4	$664K	Buy	3,853 +20	+0.5%	+$3.51K	0.31%	79
2024 Q3	$648K	Buy	3,833 +19	+0.5%	+$3.01K	0.31%	84
2024 Q2	$579K	Buy	3,814 +44	+1%	+$6.48K	0.3%	88
2024 Q1	$590K	Sell	3,770 -11	-0.3%	-$1.61K	0.34%	77
2023 Q4	$539K	Buy	3,781 +23	+0.6%	+$2.78K	0.34%	73
2023 Q3	$406K	Sell	3,758 -178	-5%	-$20.8K	0.29%	85
2023 Q2	$455K	Sell	3,936 -158	-4%	-$17.2K	0.31%	83
2023 Q1	$458K	Buy	4,094 +89	+2%	+$10.6K	0.33%	85
2022 Q4	$471K	Buy	+4,005	New	+$445K	0.39%	77