Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,768,767
+$606,749 QoQ
Shares Held
30,265
-8.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#318
of 1,353 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026EDGAR LOMAX CO/VA holds $6,768,767 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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|
30,265 | $6,768,767 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,768,767 | 30,265 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,162,018 | 33,035 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,523,389 | 46,045 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,836,441 | 47,085 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,792,695 | 60,915 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,277,860 | 61,885 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,334,862 | 65,820 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $40,188,730 | 237,775 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $36,660,459 | 241,505 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $38,461,329 | 245,775 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,456,367 | 73,306 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $8,243,337 | 76,306 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,963,673 | 77,621 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,809,799 | 78,680 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,990,647 | 59,505 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,391,282 | 60,070 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,759,271 | 60,675 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,762,040 | 59,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $17,456,470 | 109,260 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $14,338,290 | 110,320 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,681,609 | 112,520 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $13,299,144 | 116,895 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,543,108 | 76,725 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,043,423 | 77,975 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,106,276 | 74,675 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $4,013,009 | 73,150 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||