CreativeOne Wealth’s Simon Property Group SPG Stock Holding History

CreativeOne Wealth’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
2025 Q3	$5.04M	Buy
2025 Q2	$3.73M	Buy
2025 Q1	$3.28M	Buy
2024 Q4	$1.73M	Buy
2024 Q3	$1.28M	Buy
2024 Q2	$503K	Buy
2024 Q1	$465K	Buy
2022 Q1	–	Sell
2021 Q4	$329K	Buy
2021 Q3	$219K	Sell
2021 Q2	$233K	Buy