Samalin Investment Counsel’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	$416K	Buy	2,231 +182	+9%	+$34.7K	0.15%	193
2025 Q4	$379K	Sell	2,049 -35	-2%	-$6.36K	0.13%	210
2025 Q3	$391K	Sell	2,084 -91	-4%	-$15.7K	0.13%	213
2025 Q2	$350K	Buy	2,175 +167	+8%	+$26.4K	0.13%	232
2025 Q1	$334K	Buy	2,008 +667	+50%	+$117K	0.14%	224
2024 Q4	$231K	Sell	1,341 -466	-26%	-$81.8K	0.1%	249
2024 Q3	$305K	Sell	1,807 -133	-7%	-$21.1K	0.13%	224
2024 Q2	$295K	Buy	1,940 +24	+1%	+$3.54K	0.14%	217
2024 Q1	$300K	Sell	1,916 -291	-13%	-$42.7K	0.14%	213
2023 Q4	$315K	Sell	2,207 -261	-11%	-$31.5K	0.16%	205
2023 Q3	$267K	Sell	2,468 -22	-0.9%	-$2.58K	0.15%	188
2023 Q2	$288K	Buy	2,490 +234	+10%	+$25.5K	0.16%	189
2023 Q1	$253K	Buy	2,256 +415	+23%	+$49.6K	0.15%	191
2022 Q4	$216K	Buy	+1,841	New	+$205K	0.14%	212
2020 Q1	–	Sell	-930	Closed	-$138K	–	462
2019 Q4	$138K	Buy	+930	New	+$139K	0.12%	186