Position in SPG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,621,260
+$1,290,072 QoQ
Shares Held
38,548
-1.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#287
of 1,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026EVERETT HARRIS & CO /CA/ holds $8,621,260 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
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|
38,548 | $8,621,260 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,621,260 | 38,548 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,331,188 | 39,303 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,288,521 | 39,374 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,838,600 | 41,768 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $7,113,147 | 44,247 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,399,694 | 44,555 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $7,855,875 | 45,618 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,286,205 | 49,025 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $7,406,473 | 48,791 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,661,906 | 48,961 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,925,314 | 48,551 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $5,325,770 | 49,299 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,056,810 | 52,449 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,828,262 | 52,052 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,155,012 | 52,392 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,401,070 | 49,037 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,702,829 | 39,010 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,067,033 | 38,515 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $6,168,719 | 38,610 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,235,841 | 40,285 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $5,941,798 | 45,538 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,404,416 | 47,503 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,198,334 | 49,230 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,474,933 | 53,725 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,248,255 | 47,503 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $3,470,059 | 63,253 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||