Interchange Capital Partners’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	$208K	Sell	1,223 -521	-30%	-$99.4K	0.07%	261
2025 Q4	$323K	Sell	1,744 -17	-1%	-$3.09K	0.06%	280
2025 Q3	$331K	Buy	+1,761	New	+$304K	0.06%	248
2023 Q2	–	Sell	-2,886	Closed	-$321K	–	215
2023 Q1	$321K	Buy	2,886 +759	+36%	+$90.6K	0.17%	136
2022 Q4	$250K	Sell	2,127 -447	-17%	-$49.7K	0.25%	95
2022 Q3	$231K	Sell	2,574 -1,293	-33%	-$132K	0.25%	124
2022 Q2	$367K	Buy	3,867 +127	+3%	+$14.6K	0.41%	70
2022 Q1	$492K	Buy	3,740 +180	+5%	+$25.6K	0.51%	64
2021 Q4	$568K	Buy	+3,560	New	+$543K	0.57%	51
2021 Q2	–	Sell	-1,944	Closed	-$345K	–	201
2021 Q1	$345K	Buy	1,944 +1,069	+122%	+$112K	0.19%	159
2020 Q4	$74K	Buy	+875	New	+$66.8K	0.04%	343