International Assets Investment 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	$504K	Sell	2,681 -64	-2%	-$12.2K	0.04%	450
2025 Q4	$508K	Sell	2,745 -95	-3%	-$17.3K	0.03%	443
2025 Q3	$467K	Hold	2,840	–	–	0.04%	458
2025 Q2	$457K	Sell	2,840 -195	-6%	-$30.8K	0.04%	469
2025 Q1	$504K	Buy	3,035 +283	+10%	+$49.5K	0.04%	403
2024 Q4	$478K	Sell	2,752 -889,333	-100%	-$156M	0.04%	420
2024 Q3	$6.09K	Buy	892,085 +887,356	+18,764%	+$140M	0.02%	528
2024 Q2	$718K	Sell	4,729 -271	-5%	-$39.9K	0.07%	280
2024 Q1	$767K	Sell	5,000 -1,454	-23%	-$213K	0.08%	252
2023 Q4	$921K	Sell	6,454 -454	-7%	-$54.9K	0.12%	192
2023 Q3	$747K	Sell	6,908 -3,048	-31%	-$357K	0.1%	190
2023 Q2	$1.15M	Buy	9,956 +102	+1%	+$11.1K	0.15%	131
2023 Q1	$1.1M	Sell	9,854 -4,928	-33%	-$588K	0.16%	126
2022 Q4	$1.74M	Buy	+14,782	New	+$1.64M	0.18%	118
2022 Q2	–	Sell	-1,747	Closed	-$230K	–	545
2022 Q1	$230K	Buy	1,747 +77	+5%	+$11K	0.04%	386
2021 Q4	$267K	Buy	1,670 +63	+4%	+$9.62K	0.05%	376
2021 Q3	$209K	Sell	1,607 -252	-14%	-$32.8K	0.04%	435
2021 Q2	$243K	Sell	1,859 -2,482	-57%	-$309K	0.04%	376
2021 Q1	$423K	Buy	4,341 +1,824	+72%	+$190K	0.04%	366
2020 Q4	$215K	Buy	+2,517	New	+$192K	0.04%	356