STALEY CAPITAL ADVISERS’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	$11M	Buy	59,100 +11,050	+23%	+$2.11M	0.47%	41
2025 Q4	$8.89M	Sell	48,050 -3,450	-7%	-$627K	0.37%	45
2025 Q3	$9.67M	Buy	51,500 +520	+1%	+$89.8K	0.4%	45
2025 Q2	$8.2M	Buy	50,980 +3,090	+6%	+$488K	0.35%	51
2025 Q1	$7.95M	Sell	47,890 -4,895	-9%	-$856K	0.36%	47
2024 Q4	$9.09M	Hold	52,785	–	–	0.4%	42
2024 Q3	$8.92M	Sell	52,785 -4,060	-7%	-$643K	0.4%	46
2024 Q2	$8.63M	Sell	56,845 -2,956	-5%	-$435K	0.4%	45
2024 Q1	$9.36M	Sell	59,801 -5,940	-9%	-$871K	0.44%	46
2023 Q4	$9.38M	Buy	65,741 +137	+0.2%	+$16.6K	0.47%	46
2023 Q3	$7.09M	Buy	65,604 +2,240	+4%	+$262K	0.39%	49
2023 Q2	$7.32M	Buy	63,364 +2,621	+4%	+$285K	0.39%	48
2023 Q1	$6.8M	Buy	60,743 +3,530	+6%	+$422K	0.38%	49
2022 Q4	$6.72M	Buy	57,213 +860	+2%	+$95.6K	0.4%	49
2022 Q3	$5.06M	Buy	56,353 +12,653	+29%	+$1.29M	0.32%	53
2022 Q2	$4.15M	Buy	43,700 +4,100	+10%	+$470K	0.25%	56
2022 Q1	$5.21M	Buy	39,600 +760	+2%	+$108K	0.26%	57
2021 Q4	$6.21M	Sell	38,840 -770	-2%	-$118K	0.3%	55
2021 Q3	$5.15M	Sell	39,610 -400	-1%	-$52.1K	0.28%	58
2021 Q2	$5.22M	Buy	40,010 +5,920	+17%	+$736K	0.27%	54
2021 Q1	$3.88M	Buy	34,090 +29,090	+582%	+$3.03M	0.22%	61
2020 Q4	$426K	Buy	+5,000	New	+$382K	0.03%	130
2020 Q1	–	Sell	-2,000	Closed	-$298K	–	171
2019 Q4	$298K	Hold	2,000	–	–	0.02%	144
2019 Q3	$311K	Buy	+2,000	New	+$311K	0.02%	134