Tobias Financial 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	$705K	Sell	3,781 -23	-0.6%	-$4.39K	0.1%	81
2025 Q4	$704K	Buy	3,804 +57	+2%	+$10.4K	0.1%	83
2025 Q3	$703K	Sell	3,747 -29	-0.8%	-$5.01K	0.11%	80
2025 Q2	$607K	Buy	3,776 +46	+1%	+$7.27K	0.1%	79
2025 Q1	$619K	Buy	3,730 +36	+1%	+$6.29K	0.12%	66
2024 Q4	$636K	Buy	3,694 +34	+0.9%	+$5.97K	0.13%	65
2024 Q3	$619K	Buy	3,660 +97	+3%	+$15.4K	0.12%	61
2024 Q2	$541K	Buy	3,563 +88	+3%	+$13K	0.12%	64
2024 Q1	$544K	Buy	3,475 +35	+1%	+$5.13K	0.12%	65
2023 Q4	$491K	Buy	3,440 +70	+2%	+$8.46K	0.12%	62
2023 Q3	$364K	Buy	3,370 +41	+1%	+$4.8K	0.1%	66
2023 Q2	$384K	Buy	3,329 +40	+1%	+$4.36K	0.1%	66
2023 Q1	$368K	Buy	3,289 +40	+1%	+$4.78K	0.11%	65
2022 Q4	$382K	Sell	3,249 -837	-20%	-$93K	0.13%	65
2022 Q3	$367K	Sell	4,086 -6	-0.1%	-$614	0.13%	64
2022 Q2	$388K	Buy	+4,092	New	+$469K	0.13%	62
2022 Q1	–	Sell	-181,129	Closed	-$28.9M	–	121
2021 Q4	$28.9M	Buy	+181,129	New	+$27.6M	2.27%	18