Jamison Private Wealth 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	$5.67M	Buy	30,376 +465	+2%	+$88.7K	0.71%	49
2025 Q4	$5.54M	Buy	29,911 +850	+3%	+$154K	0.69%	48
2025 Q3	$5.45M	Buy	29,061 +1,825	+7%	+$315K	0.71%	48
2025 Q2	$4.38M	Buy	27,236 +12,981	+91%	+$2.05M	0.63%	49
2025 Q1	$2.37M	Buy	14,255 +878	+7%	+$153K	0.36%	70
2024 Q4	$2.3M	Buy	13,377 +2,478	+23%	+$435K	0.34%	71
2024 Q3	$1.84M	Buy	10,899 +2,446	+29%	+$387K	0.28%	83
2024 Q2	$1.28M	Buy	8,453 +699	+9%	+$103K	0.21%	89
2024 Q1	$1.21M	Buy	7,754 +2,089	+37%	+$306K	0.21%	90
2023 Q4	$808K	Buy	5,665 +631	+13%	+$76.3K	0.15%	102
2023 Q3	$544K	Buy	+5,034	New	+$590K	0.11%	121