Sustainable Insight Capital Management’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
2025 Q3	–	Sell	-2,859	Closed	-$460K	–	80
2025 Q2	$460K	Sell	2,859 -90	-3%	-$14.2K	0.21%	50
2025 Q1	$490K	Buy	2,949 +200	+7%	+$35K	0.24%	48
2024 Q4	$473K	Buy	+2,749	New	+$482K	0.21%	43
2023 Q2	–	Sell	-2,774	Closed	-$311K	–	89
2023 Q1	$311K	Sell	2,774 -200	-7%	-$23.9K	0.31%	59
2022 Q4	$349K	Sell	2,974 -1,900	-39%	-$211K	0.39%	57
2022 Q3	$437K	Buy	4,874 +1,400	+40%	+$143K	0.51%	50
2022 Q2	$360K	Buy	+3,474	New	+$398K	0.36%	65
2022 Q1	–	Sell	-8,797	Closed	-$1.41M	–	139
2021 Q4	$1.41M	Buy	8,797 +1,717	+24%	+$262K	0.75%	26
2021 Q3	$920K	Sell	7,080 -1,105	-14%	-$144K	0.59%	33
2021 Q2	$1.07M	Buy	+8,185	New	+$1.02M	0.63%	33
2020 Q1	–	Sell	-19,716	Closed	-$2.94M	–	81
2019 Q4	$2.94M	Sell	19,716 -1,512	-7%	-$227K	3.03%	5
2019 Q3	$3.3M	Buy	21,228 +1,600	+8%	+$249K	3.78%	11
2019 Q2	$3.14M	Buy	19,628 +10,000	+104%	+$1.72M	3.65%	8
2019 Q1	$1.75M	Buy	+9,628	New	+$1.71M	2.26%	19
2017 Q2	–	Sell	-3,400	Closed	-$585K	–	62
2017 Q1	$585K	Sell	3,400 -5,800	-63%	-$1.04M	0.29%	42
2016 Q4	$1.64M	Buy	+9,200	New	+$1.71M	0.84%	32