Cresset Asset Management’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	$2.44M	Buy	13,061 +148	+1%	+$28.2K	0.01%	517
2025 Q4	$2.39M	Buy	12,913 +3,373	+35%	+$613K	0.01%	520
2025 Q3	$1.79M	Buy	9,540 +217	+2%	+$37.5K	0.01%	569
2025 Q2	$1.5M	Sell	9,323 -3,882	-29%	-$613K	0.01%	572
2025 Q1	$2.19M	Buy	13,205 +3,959	+43%	+$692K	0.01%	516
2024 Q4	$1.59M	Sell	9,246 -28,955	-76%	-$5.08M	0.01%	617
2024 Q3	$6.46M	Buy	38,201 +3,618	+10%	+$573K	0.03%	395
2024 Q2	$5.25M	Buy	34,583 +11,460	+50%	+$1.69M	0.02%	417
2024 Q1	$3.62M	Buy	23,123 +3,980	+21%	+$584K	0.02%	437
2023 Q4	$2.73M	Buy	19,143 +478	+3%	+$57.8K	0.02%	464
2023 Q3	$2.02M	Buy	18,665 +842	+5%	+$98.6K	0.01%	556
2023 Q2	$2.06M	Buy	17,823 +12,579	+240%	+$1.37M	0.01%	644
2023 Q1	$587K	Buy	+5,244	New	+$626K	0.01%	452
2022 Q4	–	Sell	-5,762	Closed	-$518K	–	867
2022 Q3	$518K	Buy	5,762 +303	+6%	+$31K	0.01%	500
2022 Q2	$517K	Buy	5,459 +371	+7%	+$42.5K	0.01%	557
2022 Q1	$669K	Sell	5,088 -841	-14%	-$120K	0.01%	514
2021 Q4	$947K	Sell	5,929 -676	-10%	-$103K	0.01%	474
2021 Q3	$859K	Buy	6,605 +791	+14%	+$103K	0.01%	443
2021 Q2	$759K	Buy	5,814 +1,872	+47%	+$233K	0.01%	430
2021 Q1	$448K	Buy	3,942 +878	+29%	+$91.6K	0.01%	516
2020 Q4	$269K	Buy	+3,064	New	+$234K	﹤0.01%	591
2020 Q1	–	Sell	-28,109	Closed	-$4.19M	–	679
2019 Q4	$4.19M	Sell	28,109 -14,703	-34%	-$2.2M	0.11%	89
2019 Q3	$6.66M	Buy	+42,812	New	+$6.66M	0.2%	60
2019 Q2	–	Sell	-595	Closed	-$108K	–	1506
2019 Q1	$108K	Buy	595 +217	+57%	+$38.6K	﹤0.01%	529
2018 Q4	$64K	Buy	+378	New	+$67.6K	﹤0.01%	423