Schnieders Capital 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 Q1	$481K	Hold	2,577	–	–	0.08%	132
2025 Q4	$477K	Hold	2,577	–	–	0.07%	134
2025 Q3	$484K	Sell	2,577 -79	-3%	-$13.6K	0.09%	133
2025 Q2	$427K	Hold	2,656	–	–	0.08%	148
2025 Q1	$441K	Hold	2,656	–	–	0.09%	130
2024 Q4	$457K	Hold	2,656	–	–	0.09%	134
2024 Q3	$449K	Buy	2,656 +158	+6%	+$25K	0.09%	139
2024 Q2	$379K	Hold	2,498	–	–	0.08%	139
2024 Q1	$391K	Hold	2,498	–	–	0.08%	139
2023 Q4	$356K	Sell	2,498 -350	-12%	-$42.3K	0.08%	148
2023 Q3	$308K	Hold	2,848	–	–	0.07%	144
2023 Q2	$329K	Hold	2,848	–	–	0.07%	149
2023 Q1	$319K	Buy	2,848 +500	+21%	+$59.7K	0.07%	155
2022 Q4	$276K	Buy	+2,348	New	+$261K	0.06%	167
2021 Q2	–	Sell	-1,831	Closed	-$208K	–	190
2021 Q1	$208K	Buy	+1,831	New	+$191K	0.06%	172