Park Avenue Securities’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	$3.65M	Sell	19,574 -267	-1%	-$50.9K	0.03%	388
2025 Q4	$3.67M	Buy	19,841 +1,032	+5%	+$187K	0.03%	364
2025 Q3	$3.53M	Buy	18,809 +1,206	+7%	+$208K	0.03%	396
2025 Q2	$2.83M	Buy	+17,603	New	+$2.78M	0.03%	417
2025 Q1	–	Sell	-12,420	Closed	-$2.14M	–	1486
2024 Q4	$2.14M	Buy	12,420 +71	+0.6%	+$12.5K	0.02%	453
2024 Q3	$2.09M	Sell	12,349 -1,573	-11%	-$249K	0.02%	416
2024 Q2	$2.11M	Sell	13,922 -264	-2%	-$38.9K	0.03%	399
2024 Q1	$2.22M	Buy	14,186 +617	+5%	+$90.5K	0.03%	388
2023 Q4	$1.94M	Sell	13,569 -593	-4%	-$71.7K	0.03%	388
2023 Q3	$1.53M	Sell	14,162 -725	-5%	-$84.9K	0.02%	416
2023 Q2	$1.72M	Buy	14,887 +1,146	+8%	+$125K	0.03%	359
2023 Q1	$1.54M	Buy	13,741 +918	+7%	+$110K	0.03%	354
2022 Q4	$1.51M	Buy	12,823 +171	+1%	+$19K	0.03%	375
2022 Q3	$1.14M	Sell	12,652 -1,081	-8%	-$111K	0.02%	409
2022 Q2	$1.3M	Buy	13,733 +2,990	+28%	+$343K	0.03%	376
2022 Q1	$1.41M	Buy	10,743 +6,554	+156%	+$934K	0.02%	363
2021 Q4	$669K	Buy	4,189 +526	+14%	+$80.3K	0.01%	595
2021 Q3	$476K	Buy	3,663 +517	+16%	+$67.3K	0.01%	658
2021 Q2	$410K	Buy	3,146 +819	+35%	+$102K	0.01%	712
2021 Q1	$265K	Buy	+2,327	New	+$243K	0.01%	825
2019 Q2	–	Sell	-1,443	Closed	-$264K	–	445
2019 Q1	$264K	Buy	+1,443	New	+$256K	0.01%	343