Monument Capital 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	$617K	Sell	3,306 -19	-0.6%	-$3.62K	0.15%	122
2025 Q4	$616K	Buy	3,325 +1,044	+46%	+$190K	0.15%	117
2025 Q3	$428K	Hold	2,281	–	–	0.11%	144
2025 Q2	$367K	Sell	2,281 -2,331	-51%	-$368K	0.1%	147
2025 Q1	$766K	Sell	4,612 -309	-6%	-$54K	0.24%	94
2024 Q4	$848K	Sell	4,921 -65	-1%	-$11.4K	0.23%	85
2024 Q3	$843K	Sell	4,986 -232	-4%	-$36.7K	0.23%	84
2024 Q2	$792K	Buy	5,218 +148	+3%	+$21.8K	0.23%	85
2024 Q1	$793K	Sell	5,070 -121	-2%	-$17.7K	0.23%	93
2023 Q4	$740K	Buy	5,191 +2,161	+71%	+$261K	0.24%	96
2023 Q3	$327K	Buy	3,030 +321	+12%	+$37.6K	0.11%	133
2023 Q2	$313K	Buy	+2,709	New	+$295K	0.1%	130
2018 Q4	–	Sell	-250	Closed	-$44K	–	277
2018 Q3	$44K	Buy	+250	New	+$44.2K	0.02%	135