COLDSTREAM CAPITAL MANAGEMENT INC
Position in SPG — Simon Property Group Inc.
CIK 1082339
BELLEVUE, WA
Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,941,058
+$341,937 QoQ
Shares Held
8,679
+1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#501
of 1,353 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $9,965,064 across 10 REIT - Retail names. SPG ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
65,869 | $4,081,243 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
8,679 | $1,941,058 | |
| 3 | FRT |
Federal Realty Investment Trust
|
8,634 | $1,065,780 | |
| 4 | KIM |
Kimco Realty Corp
|
29,841 | $756,469 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
22,751 | $717,339 | |
| 6 | NNN |
Nnn REIT, Inc.
|
9,260 | $430,867 | |
| 7 | REG |
Regency Centers Corp
|
3,705 | $295,436 | |
| 8 | ADC |
Agree Realty Corp
|
3,243 | $245,624 |
All Filings in SPG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,941,058 | 8,679 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,599,121 | 8,573 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,365,371 | 7,376 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,557,097 | 8,297 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,132,393 | 7,044 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,085,831 | 6,538 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,088,022 | 6,318 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,033,388 | 6,114 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $879,377 | 5,793 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $848,958 | 5,425 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $740,586 | 5,192 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $552,573 | 5,115 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $597,955 | 5,178 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $613,259 | 5,477 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $670,223 | 5,705 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $387,843 | 4,086 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $452,961 | 3,443 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $606,966 | 3,799 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $252,348 | 1,934 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||