CLIFFORD SWAN INVESTMENT COUNSEL LLC
Position in SPG — Simon Property Group Inc.
CIK 1034642
PASADENA, CA
Position in SPG
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$213,362
+$27,895 QoQ
Shares Held
954
-33.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,071
of 1,358 holders
Holding Since
Mar 2021
3 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $976,151 across 2 REIT - Retail names. SPG ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
12,311 | $762,789 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
954 | $213,362 |
All Filings in SPG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,362 | 954 | Shares | Sole | 2026-08-20 | |
| 2021-09-30 | $185,467 | 1,427 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $205,013 | 1,802 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||