CreativeOne Wealth’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	$5.8M	Buy	31,075 +852	+3%	+$162K	0.13%	143
2025 Q4	$5.59M	Buy	30,223 +3,367	+13%	+$612K	0.14%	137
2025 Q3	$5.04M	Buy	26,856 +3,636	+16%	+$628K	0.12%	156
2025 Q2	$3.73M	Buy	23,220 +3,442	+17%	+$544K	0.1%	191
2025 Q1	$3.28M	Buy	19,778 +9,721	+97%	+$1.7M	0.1%	200
2024 Q4	$1.73M	Buy	10,057 +2,502	+33%	+$439K	0.05%	322
2024 Q3	$1.28M	Buy	7,555 +4,241	+128%	+$671K	0.04%	367
2024 Q2	$503K	Buy	3,314 +344	+12%	+$50.7K	0.03%	471
2024 Q1	$465K	Buy	+2,970	New	+$436K	0.02%	582
2022 Q1	–	Sell	-2,062	Closed	-$329K	–	812
2021 Q4	$329K	Buy	2,062 +378	+22%	+$57.7K	0.02%	570
2021 Q3	$219K	Sell	1,684 -102	-6%	-$13.3K	0.01%	644
2021 Q2	$233K	Buy	+1,786	New	+$222K	0.01%	608