USS Investment 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
2026 Q1	$12.6M	Buy	67,384 +5,660	+9%	+$1.08M	0.05%	201
2025 Q4	$11.4M	Hold	61,724	–	–	0.05%	201
2025 Q3	$11.6M	Hold	61,724	–	–	0.05%	197
2025 Q2	$9.92M	Sell	61,724 -240	-0.4%	-$37.9K	0.06%	213
2025 Q1	$10.3M	Buy	61,964 +749	+1%	+$131K	0.08%	192
2024 Q4	$10.5M	Sell	61,215 -13,399	-18%	-$2.35M	0.07%	213
2024 Q3	$12.6M	Buy	74,614 +13	+0%	+$2.06K	0.09%	186
2024 Q2	$11.3M	Buy	74,601 +1,435	+2%	+$211K	0.09%	183
2024 Q1	$11.4M	Buy	73,166 +3,211	+5%	+$471K	0.09%	184
2023 Q4	$9.98M	Buy	69,955 +2,002	+3%	+$242K	0.09%	184
2023 Q3	$7.34M	Buy	67,953 +3,973	+6%	+$465K	0.08%	256
2023 Q2	$7.39M	Hold	63,980	–	–	0.09%	253
2023 Q1	$7.16M	Hold	63,980	–	–	0.1%	243
2022 Q4	$7.52M	Sell	63,980 -6,900	-10%	-$767K	0.11%	220
2022 Q3	$6.36M	Sell	70,880 -13,160	-16%	-$1.35M	0.09%	241
2022 Q2	$7.98M	Sell	84,040 -5,014	-6%	-$575K	0.08%	263
2022 Q1	$11.7M	Buy	89,054 +9,606	+12%	+$1.37M	0.1%	223
2021 Q4	$12.7M	Hold	79,448	–	–	0.1%	207
2021 Q3	$10.3M	Sell	79,448 -23,830	-23%	-$3.1M	0.09%	233
2021 Q2	$13.5M	Hold	103,278	–	–	0.11%	143
2021 Q1	$11.8M	Hold	103,278	–	–	0.1%	145
2020 Q4	$8.8M	Hold	103,278	–	–	0.08%	162
2020 Q3	$6.68M	Hold	103,278	–	–	0.06%	174
2020 Q2	$7.06M	Sell	103,278 -73,595	-42%	-$4.62M	0.07%	166
2020 Q1	$9.7M	Buy	176,873 +106,473	+151%	+$12.7M	0.13%	116
2019 Q4	$10.5M	Buy	+70,400	New	+$10.6M	0.1%	122