Sage Mountain 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	–	Sell	-3,915	Closed	-$725K	–	525
2025 Q4	$725K	Buy	3,915 +529	+16%	+$96.1K	0.04%	214
2025 Q3	$635K	Buy	3,386 +469	+16%	+$81K	0.04%	224
2025 Q2	$469K	Sell	2,917 -97	-3%	-$15.3K	0.03%	251
2025 Q1	$500K	Sell	3,014 -438	-13%	-$76.6K	0.04%	223
2024 Q4	$594K	Buy	3,452 +205	+6%	+$36K	0.04%	181
2024 Q3	$549K	Sell	3,247 -679	-17%	-$108K	0.05%	187
2024 Q2	$596K	Buy	3,926 +2,234	+132%	+$329K	0.06%	152
2024 Q1	$265K	Buy	1,692 +222	+15%	+$32.6K	0.03%	263
2023 Q4	$210K	Buy	+1,470	New	+$178K	0.02%	259
2022 Q1	–	Sell	-1,358	Closed	-$217K	–	697
2021 Q4	$217K	Buy	+1,358	New	+$207K	0.03%	507