GW&K Investment Management’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	$35K	Buy	186 +7	+4%	+$1.33K	﹤0.01%	633
2025 Q4	$33K	Buy	179 +5	+3%	+$908	﹤0.01%	639
2025 Q3	$33K	Buy	174 +5	+3%	+$863	﹤0.01%	622
2025 Q2	$27K	Buy	169 +16	+10%	+$2.53K	﹤0.01%	637
2025 Q1	$25K	Sell	153 -2	-1%	-$350	﹤0.01%	609
2024 Q4	$27K	Buy	155 +3	+2%	+$527	﹤0.01%	562
2024 Q3	$26K	Buy	152 +24	+19%	+$3.8K	﹤0.01%	562
2024 Q2	$19K	Buy	128 +21	+20%	+$3.09K	﹤0.01%	582
2024 Q1	$17K	Sell	107 -5	-4%	-$733	﹤0.01%	561
2023 Q4	$16K	Buy	112 +13	+13%	+$1.57K	﹤0.01%	558
2023 Q3	$11K	Buy	99 +7	+8%	+$820	﹤0.01%	597
2023 Q2	$11K	Buy	+92	New	+$10K	﹤0.01%	591
2022 Q3	–	Sell	-52	Closed	-$5K	–	760
2022 Q2	$5K	Sell	52 -8	-13%	-$917	﹤0.01%	613
2022 Q1	$8K	Buy	+60	New	+$8.55K	﹤0.01%	455