Inspire Trust Company’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
$2.7M Sell
14,500
-1,000
-6% -$191K 0.42% 87
2025
Q4
$2.87M Hold
15,500
0.47% 83
2025
Q3
$2.91M Hold
15,500
0.53% 79
2025
Q2
$2.49M Buy
15,500
+1,500
+11% +$237K 0.51% 79
2025
Q1
$2.33M Buy
14,000
+1,500
+12% +$262K 0.55% 79
2024
Q4
$2.15M Hold
12,500
0.55% 79
2024
Q3
$2.11M Buy
12,500
+1,000
+9% +$158K 0.58% 71
2024
Q2
$1.75M Buy
11,500
+3,880
+51% +$572K 0.58% 68
2024
Q1
$1.19M Buy
7,620
+4,920
+182% +$721K 0.67% 58
2023
Q4
$385K Buy
+2,700
New +$326K 0.4% 73

Other funds holding SPG