Marcum Wealth’s Simon Property Group SPG Stock Holding History

Marcum Wealth’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 Q1	–	Sell
2024 Q4	$203K	Buy
2021 Q3	–	Sell
2021 Q2	$207K	Buy