Modera 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	$361K	Sell	1,935 -232	-11%	-$44.2K	﹤0.01%	496
2025 Q4	$401K	Buy	2,167 +1	+0%	+$182	﹤0.01%	493
2025 Q3	$407K	Sell	2,166 -312	-13%	-$53.9K	﹤0.01%	489
2025 Q2	$398K	Buy	2,478 +168	+7%	+$26.5K	﹤0.01%	485
2025 Q1	$384K	Buy	2,310 +689	+43%	+$120K	0.01%	473
2024 Q4	$279K	Buy	1,621 +201	+14%	+$35.3K	﹤0.01%	528
2024 Q3	$240K	Hold	1,420	–	–	﹤0.01%	543
2024 Q2	$216K	Hold	1,420	–	–	﹤0.01%	533
2024 Q1	$222K	Buy	+1,420	New	+$208K	﹤0.01%	530
2022 Q2	–	Sell	-1,822	Closed	-$240K	–	364
2022 Q1	$240K	Buy	1,822 +12	+0.7%	+$1.71K	0.01%	319
2021 Q4	$289K	Buy	+1,810	New	+$276K	0.01%	431