Carmel Capital Partners’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	$442K	Sell	2,368 -11	-0.5%	-$2.1K	0.16%	89
2025 Q4	$440K	Hold	2,379	–	–	0.15%	84
2025 Q3	$446K	Sell	2,379 -1,828	-43%	-$316K	0.19%	78
2025 Q2	$676K	Sell	4,207 -2,705	-39%	-$427K	0.24%	76
2025 Q1	$1.15M	Sell	6,912 -42	-0.6%	-$7.34K	0.45%	55
2024 Q4	$1.2M	Buy	6,954 +55	+0.8%	+$9.65K	0.48%	47
2024 Q3	$1.17M	Buy	6,899 +56	+0.8%	+$8.87K	0.45%	49
2024 Q2	$1.04M	Sell	6,843 -54	-0.8%	-$7.96K	0.44%	49
2024 Q1	$1.08M	Buy	6,897 +178	+3%	+$26.1K	0.45%	46
2023 Q4	$958K	Buy	6,719 +228	+4%	+$27.6K	0.49%	48
2023 Q3	$701K	Buy	6,491 +969	+18%	+$113K	0.31%	67
2023 Q2	$638K	Buy	5,522 +138	+3%	+$15K	0.33%	64
2023 Q1	$603K	Sell	5,384 -218	-4%	-$26K	0.36%	66
2022 Q4	$658K	Buy	5,602 +161	+3%	+$17.9K	0.46%	55
2022 Q3	$488K	Buy	5,441 +2,162	+66%	+$221K	0.47%	58
2022 Q2	$311K	Buy	+3,279	New	+$376K	0.29%	79