Moneta Group Investment Advisors’s Simon Property Group SPG Stock Holding History

Moneta Group Investment Advisors’s Portfolio SPG Stock Details SPG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$200K	Buy
2022 Q1	–	Sell
2021 Q4	$219K	Buy
2018 Q1	–	Sell
2017 Q4	$1K	Buy