Bramshill Investments’s Simon Property Group SPG Stock Holding History

Bramshill Investments’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.16M	Buy	6,222 +3,822	+159%	+$729K	0.1%	55
2025 Q4	$444K	Hold	2,400	–	–	0.03%	130
2025 Q3	$450K	Hold	2,400	–	–	0.03%	134
2025 Q2	$386K	Sell	2,400 -5,039	-68%	-$796K	0.04%	135
2025 Q1	$1.24M	Buy	7,439 +6	+0.1%	+$1.05K	0.13%	44
2024 Q4	$1.28M	Sell	7,433 -40	-0.5%	-$7.02K	0.2%	40
2024 Q3	$1.26M	Sell	7,473 -689	-8%	-$109K	0.14%	35
2024 Q2	$1.24M	Buy	8,162 +869	+12%	+$128K	0.13%	34
2024 Q1	$1.14M	Buy	7,293 +4,893	+204%	+$718K	0.13%	43
2023 Q4	$342K	Hold	2,400	–	–	0.03%	106
2023 Q3	$259K	Hold	2,400	–	–	0.03%	83
2023 Q2	$277K	Hold	2,400	–	–	0.03%	101
2023 Q1	$269K	Hold	2,400	–	–	0.03%	111
2022 Q4	$282K	Hold	2,400	–	–	0.03%	111
2022 Q3	$215K	Sell	2,400 -3,370	-58%	-$345K	0.03%	110
2022 Q2	$548K	Sell	5,770 -4,402	-43%	-$504K	0.07%	94
2022 Q1	$1.34M	Buy	10,172 +733	+8%	+$104K	0.19%	69
2021 Q4	$1.51M	Buy	9,439 +6,981	+284%	+$1.07M	0.15%	62
2021 Q3	$319K	Hold	2,458	–	–	0.03%	118
2021 Q2	$321K	Sell	2,458 -60	-2%	-$7.46K	0.02%	116
2021 Q1	$286K	Hold	2,518	–	–	0.02%	168
2020 Q4	$215K	Sell	2,518 -2,230	-47%	-$170K	0.01%	140
2020 Q3	$307K	Hold	4,748	–	–	0.04%	101
2020 Q2	$325K	Buy	4,748 +221	+5%	+$13.9K	0.05%	107
2020 Q1	$248K	Sell	4,527 -138	-3%	-$16.5K	0.05%	130
2019 Q4	$695K	Buy	4,665 +27	+0.6%	+$4.05K	0.15%	96
2019 Q3	$722K	Buy	4,638 +238	+5%	+$37K	0.16%	89
2019 Q2	$703K	Sell	4,400 -56	-1%	-$9.64K	0.1%	84
2019 Q1	$812K	Buy	+4,456	New	+$792K	0.13%	66
2018 Q4	–	Sell	-4,400	Closed	-$778K	–	220
2018 Q3	$778K	Hold	4,400	–	–	0.2%	83
2018 Q2	$749K	Sell	4,400 -1,995	-31%	-$317K	0.29%	73
2018 Q1	$987K	Sell	6,395 -3,991	-38%	-$635K	0.32%	45
2017 Q4	$1.78M	Sell	10,386 -41	-0.4%	-$6.66K	0.5%	35
2017 Q3	$1.68M	Buy	10,427 +1,374	+15%	+$219K	0.5%	44
2017 Q2	$1.46M	Buy	+9,053	New	+$1.47M	0.41%	49