Brown, Lisle/Cummings’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	$504K	Buy	2,701 +38	+1%	+$7.25K	0.13%	148
2025 Q4	$493K	Buy	2,663 +130	+5%	+$23.6K	0.12%	152
2025 Q3	$475K	Sell	2,533 -95	-4%	-$16.4K	0.12%	154
2025 Q2	$422K	Hold	2,628	–	–	0.11%	160
2025 Q1	$436K	Hold	2,628	–	–	0.13%	152
2024 Q4	$453K	Buy	2,628 +300	+13%	+$52.7K	0.14%	150
2024 Q3	$393K	Sell	2,328 -77	-3%	-$12.2K	0.12%	155
2024 Q2	$365K	Sell	2,405 -310	-11%	-$45.7K	0.12%	160
2024 Q1	$425K	Sell	2,715 -200	-7%	-$29.3K	0.14%	144
2023 Q4	$416K	Buy	2,915 +450	+18%	+$54.4K	0.15%	135
2023 Q3	$266K	Sell	2,465 -1,700	-41%	-$199K	0.12%	155
2023 Q2	$481K	Buy	4,165 +600	+17%	+$65.4K	0.22%	109
2023 Q1	$399K	Sell	3,565 -95	-3%	-$11.3K	0.2%	115
2022 Q4	$430K	Hold	3,660	–	–	0.23%	107
2022 Q3	$328K	Hold	3,660	–	–	0.19%	110
2022 Q2	$347K	Buy	3,660 +50	+1%	+$5.73K	0.19%	114
2022 Q1	$475K	Hold	3,610	–	–	0.23%	99
2021 Q4	$577K	Buy	+3,610	New	+$551K	0.29%	81