Inspire 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
$732K Buy
3,924
+124
+3% +$23.6K 0.06% 255
2025
Q4
$703K Sell
3,800
-214
-5% -$38.9K 0.06% 227
2025
Q3
$753K Buy
4,014
+229
+6% +$39.5K 0.07% 205
2025
Q2
$608K Buy
3,785
+295
+8% +$46.6K 0.06% 255
2025
Q1
$580K Sell
3,490
-620
-15% -$108K 0.07% 218
2024
Q4
$708K Sell
4,110
-8
-0.2% -$1.4K 0.09% 154
2024
Q3
$696K Buy
4,118
+65
+2% +$10.3K 0.08% 156
2024
Q2
$615K Sell
4,053
-73
-2% -$10.8K 0.08% 156
2024
Q1
$646K Buy
4,126
+70
+2% +$10.3K 0.09% 153
2023
Q4
$579K Buy
4,056
+1,133
+39% +$137K 0.09% 151
2023
Q3
$316K Buy
2,923
+12
+0.4% +$1.41K 0.06% 197
2023
Q2
$336K Buy
2,911
+528
+22% +$57.5K 0.06% 144
2023
Q1
$267K Buy
2,383
+127
+6% +$15.2K 0.06% 138
2022
Q4
$265K Sell
2,256
-443
-16% -$49.2K 0.07% 116
2022
Q3
$242K Buy
2,699
+460
+21% +$47.1K 0.07% 89
2022
Q2
$212K Buy
2,239
+621
+38% +$71.2K 0.06% 83
2022
Q1
$213K Buy
+1,618
New +$231K 0.06% 86
2021
Q1
Sell
-1,269
Closed -$108K 626
2020
Q4
$108K Buy
+1,269
New +$96.9K 0.04% 113

Other funds holding SPG