CCM Investment Advisers’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	$2.26M	Hold	12,120	–	–	0.22%	64
2025 Q4	$2.24M	Sell	12,120 -60	-0.5%	-$10.9K	0.21%	59
2025 Q3	$2.29M	Sell	12,180 -275	-2%	-$47.5K	0.23%	59
2025 Q2	$2M	Sell	12,455 -35	-0.3%	-$5.53K	0.22%	56
2025 Q1	$2.07M	Sell	12,490 -935	-7%	-$163K	0.25%	54
2024 Q4	$2.31M	Sell	13,425 -15	-0.1%	-$2.63K	0.26%	57
2024 Q3	$2.27M	Hold	13,440	–	–	0.25%	58
2024 Q2	$2.04M	Hold	13,440	–	–	0.24%	57
2024 Q1	$2.1M	Sell	13,440 -745	-5%	-$109K	0.25%	57
2023 Q4	$2.02M	Buy	+14,185	New	+$1.71M	0.25%	60
2017 Q3	–	Sell	-5,000	Closed	-$808K	–	95
2017 Q2	$808K	Sell	5,000 -1,000	-17%	-$163K	0.16%	63
2017 Q1	$1.03M	Hold	6,000	–	–	0.21%	64
2016 Q4	$1.07M	Hold	6,000	–	–	0.22%	66
2016 Q3	$1.24M	Hold	6,000	–	–	0.26%	61
2016 Q2	$1.3M	Hold	6,000	–	–	0.12%	85
2016 Q1	$1.25M	Hold	6,000	–	–	0.12%	64
2015 Q4	$1.17M	Buy	6,000 +3,000	+100%	+$581K	0.11%	62
2015 Q3	$551K	Hold	3,000	–	–	0.05%	75
2015 Q2	$519K	Sell	3,000 -3,000	-50%	-$551K	0.05%	93
2015 Q1	$1.17M	Buy	6,000 +2,000	+50%	+$388K	0.11%	77
2014 Q4	$728K	Hold	4,000	–	–	0.07%	79
2014 Q3	$657K	Hold	4,000	–	–	0.06%	80
2014 Q2	$665K	Sell	4,000 -1,315	-25%	-$215K	0.06%	79
2014 Q1	$820K	Hold	5,315	–	–	0.08%	83
2013 Q4	$760K	Hold	5,315	–	–	0.07%	87
2013 Q3	$741K	Hold	5,315	–	–	0.07%	97
2013 Q2	$789K	Buy	+5,315	New	+$852K	0.08%	95