First Foundation 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	$198K	Buy	+1,063	New	+$203K	0.01%	325
2025 Q4	–	Sell	-1,307	Closed	-$245K	–	351
2025 Q3	$245K	Buy	1,307 +3	+0.2%	+$518	0.01%	301
2025 Q2	$210K	Hold	1,304	–	–	0.01%	319
2025 Q1	$217K	Sell	1,304 -556	-30%	-$97.2K	0.01%	313
2024 Q4	$320K	Sell	1,860 -1,042	-36%	-$183K	0.01%	279
2024 Q3	$490K	Sell	2,902 -2,473	-46%	-$392K	0.02%	235
2024 Q2	$816K	Buy	5,375 +4,572	+569%	+$673K	0.03%	178
2024 Q1	$126K	Hold	803	–	–	0.01%	363
2023 Q4	$115K	Buy	+803	New	+$97.1K	0.01%	376
2016 Q1	–	Sell	-3,940	Closed	-$766K	–	326
2015 Q4	$766K	Buy	+3,940	New	+$763K	0.05%	151
2015 Q1	–	Sell	-70,495	Closed	-$12.8M	–	265
2014 Q4	$12.8M	Buy	70,495 +1,829	+3%	+$324K	1.13%	34
2014 Q3	$11.3M	Buy	68,666 +3,189	+5%	+$537K	1.12%	37
2014 Q2	$10.9M	Sell	65,477 -1,304	-2%	-$213K	1.19%	35
2014 Q1	$10.3M	Buy	66,781 +7,819	+13%	+$1.16M	1.28%	35
2013 Q4	$8.44M	Buy	+58,962	New	+$8.49M	1.14%	35