Zimmer Partners’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 Q4	–	Sell	-7,503	Closed	-$1.41M	–	167
2025 Q3	$1.41M	Sell	7,503 -14,422	-66%	-$2.49M	0.03%	134
2025 Q2	$3.52M	Sell	21,925 -65,575	-75%	-$10.4M	0.08%	121
2025 Q1	$14.5M	Buy	87,500 +62,500	+250%	+$10.9M	0.29%	68
2024 Q4	$4.31M	Sell	25,000 -37,500	-60%	-$6.58M	0.07%	112
2024 Q3	$10.6M	Hold	62,500	–	–	0.2%	80
2024 Q2	$9.49M	Hold	62,500	–	–	0.18%	82
2024 Q1	$9.78M	Buy	+62,500	New	+$9.17M	0.21%	71
2022 Q3	–	Sell	-150,000	Closed	-$14.2M	–	112
2022 Q2	$14.2M	Buy	+150,000	New	+$17.2M	0.3%	57
2021 Q4	–	Sell	-529,100	Closed	-$68.8M	–	167
2021 Q3	$68.8M	Sell	529,100 -170,900	-24%	-$22.2M	1.09%	26
2021 Q2	$91.3M	Buy	700,000 +575,000	+460%	+$71.5M	1.27%	28
2021 Q1	$14.2M	Sell	125,000 -587,500	-82%	-$61.3M	0.2%	89
2020 Q4	$60.8M	Buy	+712,500	New	+$54.4M	0.89%	37
2018 Q1	–	Sell	-190,300	Closed	-$32.7M	–	96
2017 Q4	$32.7M	Sell	190,300 -59,700	-24%	-$9.7M	0.8%	31
2017 Q3	$40.3M	Buy	250,000 +28,000	+13%	+$4.47M	0.9%	35
2017 Q2	$35.9M	Buy	+222,000	New	+$36.1M	0.87%	30