Edgemoor Investment Advisors’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	$13M	Buy	69,576 +35	+0.1%	+$6.67K	1.02%	29
2025 Q4	$12.9M	Sell	69,541 -280	-0.4%	-$50.9K	1%	27
2025 Q3	$13.1M	Sell	69,821 -146	-0.2%	-$25.2K	1.01%	27
2025 Q2	$11.2M	Buy	69,967 +361	+0.5%	+$57K	0.97%	28
2025 Q1	$11.6M	Sell	69,606 -137	-0.2%	-$23.9K	1.06%	27
2024 Q4	$12M	Sell	69,743 -1,188	-2%	-$209K	1.06%	23
2024 Q3	$12M	Buy	70,931 +1,905	+3%	+$302K	1.04%	23
2024 Q2	$10.5M	Buy	69,026 +21,941	+47%	+$3.23M	0.98%	26
2024 Q1	$7.37M	Buy	47,085 +2,094	+5%	+$307K	0.7%	37
2023 Q4	$6.42M	Sell	44,991 -234	-0.5%	-$28.3K	0.67%	37
2023 Q3	$4.89M	Buy	45,225 +1,700	+4%	+$199K	0.58%	42
2023 Q2	$5.03M	Sell	43,525 -2,010	-4%	-$219K	0.57%	44
2023 Q1	$5.1M	Buy	45,535 +180	+0.4%	+$21.5K	0.62%	42
2022 Q4	$5.33M	Sell	45,355 -610	-1%	-$67.8K	0.67%	42
2022 Q3	$4.13M	Buy	45,965 +1,489	+3%	+$152K	0.55%	46
2022 Q2	$4.22M	Buy	44,476 +121	+0.3%	+$13.9K	0.53%	47
2022 Q1	$5.83M	Buy	44,355 +3,465	+8%	+$494K	0.62%	45
2021 Q4	$6.53M	Buy	40,890 +125	+0.3%	+$19.1K	0.67%	44
2021 Q3	$5.3M	Sell	40,765 -5,570	-12%	-$725K	0.6%	50
2021 Q2	$6.05M	Buy	46,335 +16,225	+54%	+$2.02M	0.56%	50
2021 Q1	$3.43M	Buy	30,110 +20,805	+224%	+$2.17M	0.34%	56
2020 Q4	$794K	Buy	+9,305	New	+$711K	0.09%	77
2020 Q1	–	Sell	-54,255	Closed	-$8.08M	–	130
2019 Q4	$8.08M	Buy	54,255 +10,452	+24%	+$1.57M	0.92%	45
2019 Q3	$6.82M	Buy	+43,803	New	+$6.81M	0.84%	45