Spirit of America Management Corp’s Simon Property Group SPG Stock Holding History

Spirit of America Management Corp’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.83M	Buy	17,600 +600	+4%	+$96.5K	0.59%	43
2025 Q1	$2.82M	Sell	17,000 -500	-3%	-$83K	0.57%	45
2024 Q4	$3.01M	Hold	17,500	–	–	0.61%	42
2024 Q3	$2.96M	Hold	17,500	–	–	0.59%	43
2024 Q2	$2.66M	Hold	17,500	–	–	0.54%	48
2024 Q1	$2.74M	Hold	17,500	–	–	0.55%	46
2023 Q4	$2.5M	Buy	17,500 +1,200	+7%	+$171K	0.55%	45
2023 Q3	$1.76M	Sell	16,300 -1,300	-7%	-$140K	0.4%	56
2023 Q2	$2.03M	Sell	17,600 -3,700	-17%	-$427K	0.46%	50
2023 Q1	$2.38M	Sell	21,300 -2,400	-10%	-$269K	0.53%	49
2022 Q4	$2.78M	Sell	23,700 -7,600	-24%	-$893K	0.63%	39
2022 Q3	$2.81M	Sell	31,300 -3,700	-11%	-$332K	0.67%	39
2022 Q2	$3.32M	Buy	35,000 +1,500	+4%	+$142K	0.75%	32
2022 Q1	$4.41M	Buy	33,500 +1,800	+6%	+$237K	0.86%	31
2021 Q4	$5.07M	Buy	31,700 +3,900	+14%	+$623K	1.02%	28
2021 Q3	$3.61M	Buy	27,800 +6,200	+29%	+$806K	0.78%	34
2021 Q2	$2.82M	Buy	21,600 +11,600	+116%	+$1.51M	0.6%	46
2021 Q1	$1.14M	Buy	10,000 +6,900	+223%	+$785K	0.27%	95
2020 Q4	$264K	Buy	3,100 +1,700	+121%	+$145K	0.07%	173
2020 Q3	$91K	Hold	1,400	–	–	0.02%	204
2020 Q2	$96K	Sell	1,400 -1,900	-58%	-$130K	0.02%	199
2020 Q1	$181K	Sell	3,300 -4,643	-58%	-$255K	0.06%	184
2019 Q4	$1.18M	Sell	7,943 -500	-6%	-$74.5K	0.21%	112
2019 Q3	$1.31M	Sell	8,443 -1,100	-12%	-$171K	0.21%	102
2019 Q2	$1.53M	Sell	9,543 -1,407	-13%	-$225K	0.23%	93
2019 Q1	$2M	Sell	10,950 -1,600	-13%	-$292K	0.29%	72
2018 Q4	$2.11M	Hold	12,550	–	–	0.33%	67
2018 Q3	$2.22M	Hold	12,550	–	–	0.28%	75
2018 Q2	$2.14M	Sell	12,550 -3,700	-23%	-$630K	0.26%	80
2018 Q1	$2.51M	Sell	16,250 -3,200	-16%	-$494K	0.33%	66
2017 Q4	$3.34M	Sell	19,450 -1,300	-6%	-$223K	0.37%	58
2017 Q3	$3.34M	Sell	20,750 -4,800	-19%	-$773K	0.35%	57
2017 Q2	$4.13M	Sell	25,550 -4,250	-14%	-$687K	0.45%	54
2017 Q1	$5.13M	Sell	29,800 -4,800	-14%	-$826K	0.54%	49
2016 Q4	$6.15M	Sell	34,600 -2,450	-7%	-$435K	0.72%	39
2016 Q3	$7.67M	Sell	37,050 -4,325	-10%	-$895K	1%	34
2016 Q2	$8.97M	Sell	41,375 -975	-2%	-$211K	1.31%	26
2016 Q1	$8.8M	Sell	42,350 -250	-0.6%	-$51.9K	1.56%	16
2015 Q4	$8.28M	Hold	42,600	–	–	1.59%	14
2015 Q3	$7.83M	Hold	42,600	–	–	1.63%	13
2015 Q2	$7.37M	Sell	42,600 -9,000	-17%	-$1.56M	1.42%	16
2015 Q1	$10.1M	Hold	51,600	–	–	2.14%	6
2014 Q4	$9.4M	Hold	51,600	–	–	2.39%	1
2014 Q3	$8.48M	Hold	51,600	–	–	2.58%	1
2014 Q2	$8.58M	Sell	51,600 -3,792	-7%	-$631K	3.42%	1
2014 Q1	$8.55M	Buy	55,392 +2,242	+4%	+$346K	3.52%	1
2013 Q4	$7.61M	Sell	53,150 -13,935	-21%	-$1.99M	6.02%	1
2013 Q3	$9.36M	Sell	67,085 -1,275	-2%	-$178K	3.44%	1
2013 Q2	$10.2M	Buy	+68,360	New	+$10.2M	3.66%	1