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Forte Capital’s Simon Property Group SPG Stock Holding History

Forte Capital’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$615K Sell
3,827
-200
-5% -$32.2K 0.07% 160
2025
Q1 		$669K Buy
4,027
+370
+10% +$61.5K 0.08% 148
2024
Q4 		$630K Sell
3,657
-70
-2% -$12.1K 0.07% 147
2024
Q3 		$630K Buy
+3,727
New +$630K 0.07% 152