Focus Partners Wealth’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
2025
Q3
$29.9M Buy
2025
Q2
$24.9M Buy
2025
Q1
$19M Sell
2024
Q4
$20.1M Buy
2024
Q3
$10.4M Buy
2024
Q2
$522K Buy