Fidelis Capital 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
$468K Buy
2,510
+21
+0.8% +$4K 0.03% 331
2025
Q4
$461K Buy
2,489
+145
+6% +$26.3K 0.03% 325
2025
Q3
$440K Buy
2,344
+83
+4% +$14.3K 0.03% 332
2025
Q2
$379K Buy
2,261
+177
+8% +$28K 0.03% 311
2025
Q1
$326K Sell
2,084
-142
-6% -$24.8K 0.03% 305
2024
Q4
$386K Buy
2,226
+35
+2% +$6.14K 0.04% 296
2024
Q3
$381K Sell
2,191
-18
-0.8% -$2.85K 0.05% 278
2024
Q2
$338K Buy
2,209
+495
+29% +$72.9K 0.05% 265
2024
Q1
$268K Buy
1,714
+295
+21% +$43.3K 0.04% 308
2023
Q4
$202K Buy
+1,419
New +$172K 0.04% 314

Other funds holding SPG