Silvercrest Asset Management’s Simon Property Group SPG Stock Holding History

Silvercrest Asset Management’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$258K	Sell	1,382 -262	-16%	-$50K	﹤0.01%	784
2025 Q4	$304K	Sell	1,644 -14	-0.8%	-$2.54K	﹤0.01%	795
2025 Q3	$311K	Buy	1,658 +68	+4%	+$11.7K	﹤0.01%	751
2025 Q2	$256K	Hold	1,590	–	–	﹤0.01%	788
2025 Q1	$264K	Buy	1,590 +262	+20%	+$45.8K	﹤0.01%	782
2024 Q4	$229K	Hold	1,328	–	–	﹤0.01%	792
2024 Q3	$224K	Sell	1,328 -28	-2%	-$4.43K	﹤0.01%	764
2024 Q2	$206K	Buy	1,356 +28	+2%	+$4.13K	﹤0.01%	871
2024 Q1	$208K	Buy	+1,328	New	+$195K	﹤0.01%	852
2022 Q2	–	Sell	-3,250	Closed	-$428K	–	848
2022 Q1	$428K	Hold	3,250	–	–	﹤0.01%	707
2021 Q4	$519K	Hold	3,250	–	–	﹤0.01%	672
2021 Q3	$422K	Hold	3,250	–	–	﹤0.01%	706
2021 Q2	$424K	Buy	3,250 +1,000	+44%	+$124K	﹤0.01%	700
2021 Q1	$256K	Buy	+2,250	New	+$235K	﹤0.01%	770
2020 Q1	–	Sell	-2,318	Closed	-$345K	–	772
2019 Q4	$345K	Sell	2,318 -16	-0.7%	-$2.4K	﹤0.01%	642
2019 Q3	$363K	Buy	2,334 +16	+0.7%	+$2.49K	﹤0.01%	617
2019 Q2	$370K	Sell	2,318 -150	-6%	-$25.8K	﹤0.01%	466
2019 Q1	$450K	Buy	2,468 +621	+34%	+$110K	﹤0.01%	439
2018 Q4	$310K	Buy	1,847 +9	+0.5%	+$1.61K	﹤0.01%	431
2018 Q3	$325K	Buy	1,838 +35	+2%	+$6.19K	﹤0.01%	455
2018 Q2	$307K	Hold	1,803	–	–	﹤0.01%	462
2018 Q1	$278K	Sell	1,803 -200	-10%	-$31.8K	﹤0.01%	483
2017 Q4	$344K	Sell	2,003 -45	-2%	-$7.31K	﹤0.01%	459
2017 Q3	$330K	Buy	2,048 +45	+2%	+$7.19K	﹤0.01%	461
2017 Q2	$324K	Hold	2,003	–	–	﹤0.01%	450
2017 Q1	$345K	Sell	2,003 -400	-17%	-$71.5K	﹤0.01%	459
2016 Q4	$427K	Hold	2,403	–	–	﹤0.01%	435
2016 Q3	$497K	Sell	2,403 -125	-5%	-$27.1K	0.01%	409
2016 Q2	$548K	Buy	2,528 +1,069	+73%	+$218K	0.01%	395
2016 Q1	$303K	Buy	1,459 +56	+4%	+$10.8K	﹤0.01%	462
2015 Q4	$273K	Buy	+1,403	New	+$272K	﹤0.01%	492