Simon Quick 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	$277K	Buy	+1,487	New	+$284K	0.01%	317
2025 Q2	–	Sell	-2,592	Closed	-$431K	–	606
2025 Q1	$431K	Buy	2,592 +504	+24%	+$88.1K	0.02%	331
2024 Q4	$360K	Buy	2,088 +570	+38%	+$100K	0.02%	324
2024 Q3	$257K	Buy	1,518 +180	+13%	+$28.5K	0.02%	354
2024 Q2	$203K	Buy	+1,338	New	+$197K	0.01%	362
2022 Q2	–	Sell	-109	Closed	-$14K	–	367
2022 Q1	$14K	Buy	109 +5	+5%	+$712	﹤0.01%	290
2021 Q4	$17K	Sell	104 -126	-55%	-$19.2K	﹤0.01%	298
2021 Q3	$29K	Buy	230 +129	+128%	+$16.8K	0.01%	293
2021 Q2	$13K	Buy	101 +1	+1%	+$124	﹤0.01%	364
2021 Q1	$11K	Buy	+100	New	+$10.4K	﹤0.01%	383
2020 Q1	–	Sell	-23	Closed	-$3K	–	687
2019 Q4	$3K	Buy	+23	New	+$3.45K	﹤0.01%	562
2018 Q3	–	Sell	-16	Closed	-$2K	–	336
2018 Q2	$2K	Buy	+16	New	+$2.55K	﹤0.01%	330
2017 Q4	–	Sell	-1,338	Closed	-$215K	–	574
2017 Q3	$215K	Buy	+1,338	New	+$214K	0.08%	123
2017 Q2	–	Sell	-1,348	Closed	-$232K	–	366
2017 Q1	$232K	Buy	+1,348	New	+$241K	0.14%	76