Resonant Capital Advisors’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	$333K	Buy	1,783 +152	+9%	+$29K	0.02%	366
2025 Q4	$302K	Buy	1,631 +18	+1%	+$3.27K	0.02%	336
2025 Q3	$303K	Buy	1,613 +13	+0.8%	+$2.24K	0.02%	331
2025 Q2	$257K	Sell	1,600 -595	-27%	-$94K	0.02%	352
2025 Q1	$365K	Sell	2,195 -41	-2%	-$7.17K	0.03%	253
2024 Q4	$385K	Buy	2,236 +93	+4%	+$16.3K	0.03%	234
2024 Q3	$362K	Buy	2,143 +83	+4%	+$13.1K	0.03%	247
2024 Q2	$313K	Sell	2,060 -97	-4%	-$14.3K	0.03%	259
2024 Q1	$338K	Buy	2,157 +120	+6%	+$17.6K	0.03%	248
2023 Q4	$291K	Buy	2,037 +26	+1%	+$3.14K	0.03%	238
2023 Q3	$217K	Buy	2,011 +31	+2%	+$3.63K	0.02%	253
2023 Q2	$229K	Buy	+1,980	New	+$216K	0.02%	242