Waters Parkerson & Co’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	$8.13M	Sell	43,585 -575	-1%	-$110K	0.42%	47
2025 Q4	$8.17M	Sell	44,160 -816	-2%	-$148K	0.4%	46
2025 Q3	$8.44M	Buy	44,976 +1,501	+3%	+$259K	0.41%	48
2025 Q2	$6.99M	Buy	43,475 +8,104	+23%	+$1.28M	0.35%	54
2025 Q1	$5.87M	Sell	35,371 -775	-2%	-$135K	0.31%	55
2024 Q4	$6.22M	Buy	36,146 +391	+1%	+$68.6K	0.33%	55
2024 Q3	$6.04M	Buy	35,755 +275	+0.8%	+$43.5K	0.31%	58
2024 Q2	$5.39M	Sell	35,480 -400	-1%	-$58.9K	0.29%	56
2024 Q1	$5.62M	Buy	35,880 +155	+0.4%	+$22.7K	0.29%	55
2023 Q4	$5.1M	Buy	35,725 +1,547	+5%	+$187K	0.28%	55
2023 Q3	$3.69M	Buy	34,178 +1,679	+5%	+$197K	0.22%	58
2023 Q2	$3.75M	Buy	32,499 +2,135	+7%	+$233K	0.21%	58
2023 Q1	$3.4M	Buy	30,364 +3,634	+14%	+$434K	0.2%	58
2022 Q4	$3.14M	Buy	26,730 +4,675	+21%	+$520K	0.19%	60
2022 Q3	$1.98M	Buy	22,055 +2,575	+13%	+$263K	0.13%	67
2022 Q2	$1.85M	Buy	+19,480	New	+$2.23M	0.12%	72