SIMON PPTY GROUP INC NEW

Ticker: SPG CUSIP: 828806109 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 13,958 Value ($000) $2,584 Avg Close $179.99 Range $170.10 - $189.05

Q3 2025

Shares 12,483 Value ($000) $2,343 Avg Close $169.06 Range $155.54 - $185.85

Q2 2025

Shares 12,664 Value ($000) $2,036 Avg Close $152.73 Range $131.37 - $165.87

Q1 2025

Shares 14,042 Value ($000) $2,332 Avg Close $166.88 Range $152.46 - $180.96

Q4 2024

Shares 13,400 Value ($000) $2,308 Avg Close $165.60 Range $156.18 - $175.00

Q3 2024

Shares 15,319 Value ($000) $2,589 Avg Close $147.59 Range $135.13 - $160.77

Q2 2024

Shares 15,846 Value ($000) $2,405 Avg Close $135.52 Range $127.70 - $143.91

Q1 2024

Shares 23,719 Value ($000) $3,712 Avg Close $133.23 Range $122.35 - $144.73

Q4 2023

Shares 23,694 Value ($000) $3,380 Avg Close $108.32 Range $91.11 - $133.00

Q3 2023

Shares 48,142 Value ($000) $5,201 Avg Close $103.23 Range $95.56 - $110.30

Q2 2023

Shares 49,340 Value ($000) $5,698 Avg Close $94.44 Range $86.47 - $102.56

Q1 2023

Shares 49,923 Value ($000) $5,590 Avg Close $101.94 Range $86.60 - $113.18

Q4 2022

Shares 50,174 Value ($000) $5,894 Avg Close $93.48 Range $74.64 - $103.72

Q3 2022

Shares 49,249 Value ($000) $4,420 Avg Close $84.59 Range $72.05 - $95.51

Q2 2022

Shares 37,637 Value ($000) $3,572 Avg Close $93.26 Range $76.75 - $110.00

Q1 2022

Shares 28,709 Value ($000) $3,777 Avg Close $114.46 Range $102.58 - $132.80

Q4 2021

Shares 28,904 Value ($000) $4,618 Avg Close $121.27 Range $101.91 - $135.60

Q3 2021

Shares 27,292 Value ($000) $3,547 Avg Close $102.30 Range $89.89 - $108.75

Q2 2021

Shares 26,689 Value ($000) $3,482 Avg Close $96.29 Range $86.28 - $105.97

Q1 2021

Shares 25,282 Value ($000) $2,876 Avg Close $79.96 Range $62.90 - $93.46

Q4 2020

Shares 25,290 Value ($000) $2,157 Avg Close $57.65 Range $44.79 - $71.21

Q3 2020

Shares 27,992 Value ($000) $1,811 Avg Close $48.49 Range $43.73 - $55.71

Q2 2020

Shares 28,437 Value ($000) $1,945 Avg Close $45.55 Range $30.68 - $69.40

Q1 2020

Shares 38,922 Value ($000) $2,135 Avg Close $86.10 Range $31.60 - $107.21

Q4 2019

Shares 27,582 Value ($000) $4,109 Avg Close $106.50 Range $101.85 - $111.75

Q3 2019

Shares 27,740 Value ($000) $4,318 Avg Close $108.94 Range $102.59 - $115.42

Q2 2019

Shares 37,030 Value ($000) $5,916 Avg Close $119.10 Range $110.37 - $128.19

Q1 2019

Shares 37,422 Value ($000) $6,819 Avg Close $121.59 Range $111.28 - $127.38

Q4 2018

Shares 37,616 Value ($000) $6,319 Avg Close $120.90 Range $108.66 - $130.23

Q3 2018

Shares 27,808 Value ($000) $4,915 Avg Close $118.34 Range $111.06 - $125.16

Q2 2018

Shares 20,042 Value ($000) $3,411 Avg Close $105.20 Range $95.75 - $115.26

Q1 2018

Shares 24,209 Value ($000) $3,737 Avg Close $103.84 Range $96.74 - $112.23

Q4 2017

Shares 23,145 Value ($000) $3,961 Avg Close $104.73 Range $98.56 - $111.80

Q3 2017

Shares 23,405 Value ($000) $3,768 Avg Close $101.85 Range $97.09 - $105.95

Q2 2017

Shares 28,764 Value ($000) $4,653 Avg Close $102.67 Range $95.19 - $110.45

Q1 2017

Shares 25,171 Value ($000) $4,330 Avg Close $111.53 Range $102.54 - $117.46

Q4 2016

Shares 21,998 Value ($000) $3,908 Avg Close $114.79 Range $107.49 - $126.93

Q3 2016

Shares 43,087 Value ($000) $8,919 Avg Close $132.93 Range $126.76 - $139.89

Q2 2016

Shares 40,581 Value ($000) $8,806 Avg Close $124.15 Range $116.51 - $132.60

Q1 2016

Shares 17,770 Value ($000) $3,691 Avg Close $115.91 Range $105.73 - $126.08

Q4 2015

Shares 15,557 Value ($000) $3,025 Avg Close $115.84 Range $108.40 - $123.93

Q3 2015

Shares 13,070 Value ($000) $2,401 Avg Close $108.76 Range $101.51 - $118.26

Q2 2015

Shares 10,462 Value ($000) $1,810 Avg Close $108.12 Range $100.99 - $118.50

Q1 2015

Shares 9,208 Value ($000) $1,671 Avg Close $113.13 Range $104.77 - $119.99

Q4 2014

Shares 10,803 Value ($000) $1,967 Avg Close $102.84 Range $94.35 - $109.44

Q3 2014

Shares 9,182 Value ($000) $1,510 Avg Close $96.85 Range $93.79 - $100.07

Q1 2014

Shares 6,644 Value ($000) $1,090 Avg Close $84.41 Range $79.40 - $88.23

Q4 2013

Shares 3,678 Value ($000) $560 Avg Close $80.96 Range $77.71 - $85.29

Q2 2013

Shares 5,028 Value ($000) $794 Avg Close $88.80 Range $79.45 - $95.35

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	13,958	$2,584	$179.99	$170.10 - $189.05
Q3 2025	12,483	$2,343	$169.06	$155.54 - $185.85
Q2 2025	12,664	$2,036	$152.73	$131.37 - $165.87
Q1 2025	14,042	$2,332	$166.88	$152.46 - $180.96
Q4 2024	13,400	$2,308	$165.60	$156.18 - $175.00
Q3 2024	15,319	$2,589	$147.59	$135.13 - $160.77
Q2 2024	15,846	$2,405	$135.52	$127.70 - $143.91
Q1 2024	23,719	$3,712	$133.23	$122.35 - $144.73
Q4 2023	23,694	$3,380	$108.32	$91.11 - $133.00
Q3 2023	48,142	$5,201	$103.23	$95.56 - $110.30
Q2 2023	49,340	$5,698	$94.44	$86.47 - $102.56
Q1 2023	49,923	$5,590	$101.94	$86.60 - $113.18
Q4 2022	50,174	$5,894	$93.48	$74.64 - $103.72
Q3 2022	49,249	$4,420	$84.59	$72.05 - $95.51
Q2 2022	37,637	$3,572	$93.26	$76.75 - $110.00
Q1 2022	28,709	$3,777	$114.46	$102.58 - $132.80
Q4 2021	28,904	$4,618	$121.27	$101.91 - $135.60
Q3 2021	27,292	$3,547	$102.30	$89.89 - $108.75
Q2 2021	26,689	$3,482	$96.29	$86.28 - $105.97
Q1 2021	25,282	$2,876	$79.96	$62.90 - $93.46
Q4 2020	25,290	$2,157	$57.65	$44.79 - $71.21
Q3 2020	27,992	$1,811	$48.49	$43.73 - $55.71
Q2 2020	28,437	$1,945	$45.55	$30.68 - $69.40
Q1 2020	38,922	$2,135	$86.10	$31.60 - $107.21
Q4 2019	27,582	$4,109	$106.50	$101.85 - $111.75
Q3 2019	27,740	$4,318	$108.94	$102.59 - $115.42
Q2 2019	37,030	$5,916	$119.10	$110.37 - $128.19
Q1 2019	37,422	$6,819	$121.59	$111.28 - $127.38
Q4 2018	37,616	$6,319	$120.90	$108.66 - $130.23
Q3 2018	27,808	$4,915	$118.34	$111.06 - $125.16
Q2 2018	20,042	$3,411	$105.20	$95.75 - $115.26
Q1 2018	24,209	$3,737	$103.84	$96.74 - $112.23
Q4 2017	23,145	$3,961	$104.73	$98.56 - $111.80
Q3 2017	23,405	$3,768	$101.85	$97.09 - $105.95
Q2 2017	28,764	$4,653	$102.67	$95.19 - $110.45
Q1 2017	25,171	$4,330	$111.53	$102.54 - $117.46
Q4 2016	21,998	$3,908	$114.79	$107.49 - $126.93
Q3 2016	43,087	$8,919	$132.93	$126.76 - $139.89
Q2 2016	40,581	$8,806	$124.15	$116.51 - $132.60
Q1 2016	17,770	$3,691	$115.91	$105.73 - $126.08
Q4 2015	15,557	$3,025	$115.84	$108.40 - $123.93
Q3 2015	13,070	$2,401	$108.76	$101.51 - $118.26
Q2 2015	10,462	$1,810	$108.12	$100.99 - $118.50
Q1 2015	9,208	$1,671	$113.13	$104.77 - $119.99
Q4 2014	10,803	$1,967	$102.84	$94.35 - $109.44
Q3 2014	9,182	$1,510	$96.85	$93.79 - $100.07
Q1 2014	6,644	$1,090	$84.41	$79.40 - $88.23
Q4 2013	3,678	$560	$80.96	$77.71 - $85.29
Q2 2013	5,028	$794	$88.80	$79.45 - $95.35