Modera Wealth Management’s Simon Property Group SPG Stock Holding History

Modera Wealth Management’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 Q3	$407K	Sell
2025 Q2	$398K	Buy
2025 Q1	$384K	Buy
2024 Q4	$279K	Buy
2024 Q3	$240K	Hold
2024 Q2	$216K	Hold
2024 Q1	$222K	Buy
2022 Q2	–	Sell
2022 Q1	$240K	Buy
2021 Q4	$289K	Buy