SHELTON CAPITAL MANAGEMENT

Position in SPG — Simon Property Group Inc.

CIK 1002784 Denver, CO

Position in SPG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$371,706

-$348,672 QoQ

Shares Held

1,662

-57.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#876

of 1,353 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $1,580,585 across 5 REIT - Retail names. SPG ranks #1 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	1,662	$371,706
2	BRX	Brixmor Property Group Inc.	10,212	$321,984
3	O	Realty Income Corp	4,926	$305,214
4	NNN	Nnn REIT, Inc.	6,262	$291,370
5	ADC	Agree Realty Corp	3,833	$290,311

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$371,706	1,662	-57.0%	Shares	Sole	2026-08-14
2026-03-31	$720,378	3,862	-20.6%	Shares	Sole	2026-05-15
2025-12-31	$900,004	4,862	+192.5%	Shares	Sole	2026-02-17
2025-09-30	$311,907	1,662	-3.1%	Shares	Sole	2025-11-14
2025-06-30	$275,864	1,716	0.0%	Shares	Sole	2025-08-13
2025-03-31	$284,993	1,716	-2.7%	Shares	Sole	2025-05-15
2024-12-31	$303,606	1,763	0.0%	Shares	Sole	2025-02-13
2024-09-30	$297,982	1,763	-8.7%	Shares	Sole	2024-11-14
2024-06-30	$292,974	1,930	0.0%	Shares	Sole	2024-08-13
2024-03-31	$302,025	1,930	0.0%	Shares	Sole	2024-05-15
2023-12-31	$275,295	1,930	-7.4%	Shares	Sole	2024-02-14
2023-09-30	$225,242	2,085	0.0%	Shares	Sole	2023-11-14
2023-06-30	$240,775	2,085	0.0%	Shares	Sole	2023-08-10
2023-03-31	$233,457	2,085	0.0%	Shares	Sole	2023-05-11
2022-12-31	$244,945	2,085	-23.8%	Shares	Sole	2023-02-13
2022-06-30	$259,606	2,735	0.0%	Shares	Sole	2022-08-11
2022-03-31	$359,816	2,735	0.0%	Shares	Sole	2022-05-12
2021-12-31	$436,970	2,735	+4.2%	Shares	Sole	2022-02-11
2021-09-30	$341,171	2,625	+20.7%	Shares	Sole	2021-11-15
2021-06-30	$283,794	2,175	0.0%	Shares	Sole	2021-08-12
2021-03-31	$247,449	2,175	-32.5%	Shares	Sole	2021-05-14
2020-09-30	$208,269	3,220	0.0%	Shares	Sole	2020-11-09
2020-06-30	$220,183	3,220	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.