New England Research & 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 Q2	$673K	Hold	3,010	–	–	0.26%	87
2026 Q1	$561K	Hold	3,010	–	–	0.24%	104
2025 Q4	$557K	Sell	3,010 -90	-3%	-$16.4K	0.24%	100
2025 Q3	$582K	Hold	3,100	–	–	0.27%	101
2025 Q2	$498K	Buy	3,100 +595	+24%	+$94K	0.24%	108
2025 Q1	$416K	Hold	2,505	–	–	0.21%	109
2024 Q4	$431K	Sell	2,505 -75	-3%	-$13.2K	0.22%	112
2024 Q3	$436K	Sell	2,580 -4,200	-62%	-$665K	0.2%	120
2024 Q2	$1.03M	Sell	6,780 -100	-1%	-$14.7K	0.49%	69
2024 Q1	$1.08M	Sell	6,880 -3,645	-35%	-$535K	0.53%	63
2023 Q4	$1.5M	Sell	10,525 -400	-4%	-$48.4K	0.8%	42
2023 Q3	$1.18M	Sell	10,925 -300	-3%	-$35.1K	0.67%	55
2023 Q2	$1.3M	Sell	11,225 -75	-0.7%	-$8.17K	0.75%	55
2023 Q1	$1.26M	Sell	11,300 -120	-1%	-$14.3K	0.74%	47
2022 Q4	$1.34M	Sell	11,420 -325	-3%	-$36.1K	0.77%	38
2022 Q3	$1.05M	Buy	11,745 +195	+2%	+$19.9K	0.66%	55
2022 Q2	$1.1M	Buy	11,550 +2,525	+28%	+$289K	0.64%	56
2022 Q1	$1.19M	Buy	9,025 +2,525	+39%	+$360K	0.62%	58
2021 Q4	$1.04M	Buy	6,500 +700	+12%	+$107K	0.5%	63
2021 Q3	$754K	Hold	5,800	–	–	0.39%	84
2021 Q2	$757K	Sell	5,800 -225	-4%	-$28K	0.39%	92
2021 Q1	$685K	Buy	+6,025	New	+$628K	0.38%	86