GHP Investment 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	$85.2K	Buy	457 +7	+2%	+$1.33K	﹤0.01%	474
2025 Q4	$83.4K	Buy	450 +4	+0.9%	+$727	﹤0.01%	472
2025 Q3	$83.7K	Buy	446 +4	+0.9%	+$691	﹤0.01%	458
2025 Q2	$71K	Buy	442 +5	+1%	+$790	﹤0.01%	475
2025 Q1	$72.6K	Buy	437 +4	+0.9%	+$699	﹤0.01%	463
2024 Q4	$74.5K	Buy	433 +5	+1%	+$878	﹤0.01%	467
2024 Q3	$72.4K	Buy	428 +83	+24%	+$13.1K	﹤0.01%	477
2024 Q2	$52.4K	Buy	345 +4	+1%	+$589	﹤0.01%	499
2024 Q1	$53.3K	Buy	341 +5	+1%	+$733	﹤0.01%	496
2023 Q4	$48K	Sell	336 -75	-18%	-$9.07K	﹤0.01%	489
2023 Q3	$44K	Buy	+411	New	+$48.1K	﹤0.01%	509
2022 Q3	–	Sell	-69	Closed	-$7K	–	967
2022 Q2	$7K	Buy	+69	New	+$7.91K	﹤0.01%	766