Edgestream Partners’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	$4.18M	Sell	22,429 -21,234	-49%	-$4.05M	0.14%	289
2025 Q4	$8.08M	Sell	43,663 -28,359	-39%	-$5.15M	0.23%	112
2025 Q3	$13.5M	Buy	72,022 +11,933	+20%	+$2.06M	0.4%	22
2025 Q2	$9.66M	Buy	+60,089	New	+$9.49M	0.27%	81
2025 Q1	–	Sell	-29,784	Closed	-$5.13M	–	1047
2024 Q4	$5.13M	Sell	29,784 -26,044	-47%	-$4.57M	0.22%	143
2024 Q3	$9.44M	Buy	55,828 +41,929	+302%	+$6.64M	0.42%	13
2024 Q2	$2.11M	Sell	13,899 -222	-2%	-$32.7K	0.1%	314
2024 Q1	$2.21M	Sell	14,121 -7,334	-34%	-$1.08M	0.11%	315
2023 Q4	$3.06M	Buy	21,455 +18,146	+548%	+$2.19M	0.22%	136
2023 Q3	$357K	Sell	3,309 -39,409	-92%	-$4.62M	0.03%	672
2023 Q2	$4.93M	Buy	42,718 +21,988	+106%	+$2.4M	0.45%	17
2023 Q1	$2.32M	Sell	20,730 -9,509	-31%	-$1.14M	0.26%	114
2022 Q4	$3.55M	Buy	+30,239	New	+$3.36M	0.4%	61
2021 Q4	–	Sell	-13,319	Closed	-$1.73M	–	573
2021 Q3	$1.73M	Buy	+13,319	New	+$1.73M	0.11%	257
2020 Q4	–	Sell	-42,348	Closed	-$2.74M	–	417
2020 Q3	$2.74M	Buy	42,348 +25,902	+157%	+$1.7M	0.18%	166
2020 Q2	$1.13M	Buy	16,446 +7,533	+85%	+$473K	0.06%	238
2020 Q1	$489K	Sell	8,913 -20,348	-70%	-$2.43M	0.05%	251
2019 Q4	$4.36M	Buy	29,261 +8,162	+39%	+$1.22M	0.23%	136
2019 Q3	$3.28M	Buy	21,099 +14,618	+226%	+$2.27M	0.31%	103
2019 Q2	$1.03M	Buy	+6,481	New	+$1.12M	0.12%	141
2016 Q4	–	Sell	-2,885	Closed	-$597K	–	131
2016 Q3	$597K	Buy	+2,885	New	+$626K	0.33%	73
2015 Q3	–	Sell	-3,129	Closed	-$541K	–	99
2015 Q2	$541K	Buy	+3,129	New	+$575K	0.37%	66