Intact Investment Management’s Simon Property Group SPG Stock Holding History

Intact Investment Management’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-500	Closed	-$80.4K	–	330
2025 Q2	$80.4K	Buy	+500	New	+$79K	﹤0.01%	269
2024 Q4	–	Sell	-440	Closed	-$77.2K	–	342
2024 Q3	$74.4K	Buy	+440	New	+$69.7K	﹤0.01%	267
2024 Q2	–	Sell	-20,000	Closed	-$3.13M	–	290
2024 Q1	$3.13M	Hold	20,000	–	–	0.12%	149
2023 Q4	$2.85M	Hold	20,000	–	–	0.12%	159
2023 Q3	$2.16M	Hold	20,000	–	–	0.09%	166
2023 Q2	$2.31M	Hold	20,000	–	–	0.09%	162
2023 Q1	$2.24M	Hold	20,000	–	–	0.09%	155
2022 Q4	$2.35M	Sell	20,000 -4,900	-20%	-$545K	0.1%	149
2022 Q3	$2.23M	Buy	24,900 +5,700	+30%	+$583K	0.07%	159
2022 Q2	$1.82M	Buy	19,200 +3,200	+20%	+$367K	0.06%	168
2022 Q1	$2.1M	Hold	16,000	–	–	0.05%	180
2021 Q4	$2.56M	Sell	16,000 -27,800	-63%	-$4.24M	0.07%	172
2021 Q3	$5.69M	Hold	43,800	–	–	0.16%	114
2021 Q2	$5.71M	Hold	43,800	–	–	0.16%	113
2021 Q1	$4.98M	Sell	43,800 -7,400	-14%	-$772K	0.15%	119
2020 Q4	$4.36M	Sell	51,200 -14,100	-22%	-$1.08M	0.14%	126
2020 Q3	$4.22M	Hold	65,300	–	–	0.15%	116
2020 Q2	$4.46M	Buy	65,300 +17,500	+37%	+$1.1M	0.17%	107
2020 Q1	$2.62M	Buy	47,800 +10,100	+27%	+$1.21M	0.11%	129
2019 Q4	$5.61M	Sell	37,700 -1,000	-3%	-$150K	0.19%	89
2019 Q3	$6.02M	Hold	38,700	–	–	0.21%	81
2019 Q2	$6.18M	Hold	38,700	–	–	0.22%	81
2019 Q1	$7.05M	Sell	38,700 -6,800	-15%	-$1.21M	0.25%	79
2018 Q4	$7.64M	Hold	45,500	–	–	0.31%	68
2018 Q3	$8.04M	Buy	45,500 +700	+2%	+$124K	0.29%	69
2018 Q2	$7.62M	Hold	44,800	–	–	0.27%	73
2018 Q1	$6.91M	Buy	+44,800	New	+$7.13M	0.27%	71
2017 Q2	–	Sell	-1,800	Closed	-$310K	–	278
2017 Q1	$310K	Sell	1,800 -1,900	-51%	-$339K	0.01%	221
2016 Q4	$659K	Sell	3,700 -600	-14%	-$111K	0.02%	177
2016 Q3	$890K	Sell	4,300 -300	-7%	-$65K	0.03%	155
2016 Q2	$998K	Hold	4,600	–	–	0.04%	142
2016 Q1	$956K	Hold	4,600	–	–	0.04%	144
2015 Q4	$894K	Hold	4,600	–	–	0.04%	147
2015 Q3	$845K	Hold	4,600	–	–	0.04%	148
2015 Q2	$795K	Hold	4,600	–	–	0.03%	159
2015 Q1	$900K	Hold	4,600	–	–	0.04%	150
2014 Q4	$838K	Hold	4,600	–	–	0.03%	162
2014 Q3	$756K	Hold	4,600	–	–	0.03%	157
2014 Q2	$765K	Sell	4,600 -290	-6%	-$47.3K	0.03%	140
2014 Q1	$754K	Hold	4,890	–	–	0.03%	134
2013 Q4	$700K	Hold	4,890	–	–	0.03%	116
2013 Q3	$682K	Buy	4,890 +3,189	+187%	+$463K	0.04%	115
2013 Q2	$253K	Buy	+1,701	New	+$273K	0.01%	112