Longfellow 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	$494K	Hold	2,648	–	–	0.1%	114
2025 Q4	$490K	Hold	2,648	–	–	0.11%	115
2025 Q3	$497K	Hold	2,648	–	–	0.12%	121
2025 Q2	$426K	Hold	2,648	–	–	0.11%	119
2025 Q1	$440K	Buy	+2,648	New	+$463K	0.11%	108
2023 Q4	–	Sell	-2,441	Closed	-$264K	–	267
2023 Q3	$264K	Sell	2,441 -1,107	-31%	-$130K	0.07%	112
2023 Q2	$410K	Buy	3,548 +144	+4%	+$15.7K	0.09%	110
2023 Q1	$381K	Hold	3,404	–	–	0.09%	116
2022 Q4	$400K	Hold	3,404	–	–	0.09%	124
2022 Q3	$306K	Hold	3,404	–	–	0.06%	159
2022 Q2	$324K	Buy	3,404 +2,143	+170%	+$246K	0.07%	164
2022 Q1	$166K	Hold	1,261	–	–	0.03%	227
2021 Q4	$202K	Hold	1,261	–	–	0.03%	214
2021 Q3	$164K	Hold	1,261	–	–	0.03%	239
2021 Q2	$165K	Sell	1,261 -1,468	-54%	-$182K	0.02%	247
2021 Q1	$311K	Buy	2,729 +665	+32%	+$69.4K	0.04%	284
2020 Q4	$177K	Buy	+2,064	New	+$158K	0.02%	276