Summit Global Investments’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	$741K	Sell	3,975 -12,065	-75%	-$2.3M	0.04%	259
2025 Q4	$2.97M	Sell	16,040 -25,622	-61%	-$4.65M	0.18%	67
2025 Q3	$7.82M	Buy	41,662 +30,196	+263%	+$5.21M	0.46%	34
2025 Q2	$1.84M	Buy	+11,466	New	+$1.81M	0.11%	124
2025 Q1	–	Sell	-20,860	Closed	-$3.59M	–	568
2024 Q4	$3.59M	Buy	20,860 +182	+0.9%	+$31.9K	0.22%	92
2024 Q3	$3.5M	Buy	20,678 +996	+5%	+$158K	0.22%	84
2024 Q2	$2.99M	Buy	19,682 +18,068	+1,119%	+$2.66M	0.2%	100
2024 Q1	$253K	Sell	1,614 -4,613	-74%	-$676K	0.02%	432
2023 Q4	$888K	Sell	6,227 -27,075	-81%	-$3.27M	0.06%	254
2023 Q3	$3.6M	Buy	33,302 +1,197	+4%	+$140K	0.24%	88
2023 Q2	$3.71M	Buy	32,105 +2,231	+7%	+$243K	0.25%	98
2023 Q1	$3.35M	Buy	29,874 +843	+3%	+$101K	0.26%	97
2022 Q4	$3.41M	Sell	29,031 -128	-0.4%	-$14.2K	0.29%	99
2022 Q3	$2.62M	Sell	29,159 -121	-0.4%	-$12.4K	0.24%	112
2022 Q2	$2.78M	Sell	29,280 -10,135	-26%	-$1.16M	0.24%	97
2022 Q1	$5.18M	Buy	39,415 +2,072	+6%	+$295K	0.38%	74
2021 Q4	$5.97M	Buy	+37,343	New	+$5.7M	0.38%	63
2020 Q1	–	Sell	-9,610	Closed	-$1.43M	–	294
2019 Q4	$1.43M	Buy	+9,610	New	+$1.44M	0.16%	105
2017 Q2	–	Sell	-12,835	Closed	-$2.21M	–	279
2017 Q1	$2.21M	Buy	12,835 +2,579	+25%	+$461K	0.72%	45
2016 Q4	$1.82M	Buy	+10,256	New	+$1.9M	0.66%	47