IHT Wealth 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	$723K	Buy	3,878 +191	+5%	+$36.4K	0.02%	688
2025 Q4	$683K	Sell	3,687 -226	-6%	-$41.1K	0.02%	657
2025 Q3	$734K	Sell	3,913 -121	-3%	-$20.9K	0.02%	619
2025 Q2	$648K	Sell	4,034 -235	-6%	-$37.1K	0.02%	625
2025 Q1	$709K	Sell	4,269 -148	-3%	-$25.9K	0.02%	565
2024 Q4	$761K	Sell	4,417 -853	-16%	-$150K	0.02%	543
2024 Q3	$891K	Buy	5,270 +1,204	+30%	+$191K	0.03%	530
2024 Q2	$617K	Buy	4,066 +70	+2%	+$10.3K	0.02%	572
2024 Q1	$625K	Sell	3,996 -25	-0.6%	-$3.67K	0.03%	563
2023 Q4	$574K	Sell	4,021 -47	-1%	-$5.68K	0.03%	548
2023 Q3	$440K	Buy	4,068 +318	+8%	+$37.2K	0.02%	595
2023 Q2	$433K	Sell	3,750 -32	-0.8%	-$3.49K	0.02%	593
2023 Q1	$424K	Buy	+3,782	New	+$452K	0.02%	559
2018 Q2	–	Sell	-1,128	Closed	-$173K	–	1210
2018 Q1	$173K	Sell	1,128 -863	-43%	-$137K	0.05%	379
2017 Q4	$337K	Buy	1,991 +1,812	+1,012%	+$294K	0.09%	264
2017 Q3	$29K	Sell	179 -890	-83%	-$142K	0.01%	665
2017 Q2	$60	Buy	1,069 +158	+17%	+$25.7K	0.03%	470
2017 Q1	$155K	Buy	911 +46	+5%	+$8.22K	0.1%	223
2016 Q4	$158K	Buy	+865	New	+$161K	0.12%	198