FIRST FOUNDATION ADVISORS
EndowmentPosition in SPG — Simon Property Group Inc.
CIK 1086763
Irvine, CA
Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$247,803
+$49,522 QoQ
Shares Held
1,108
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,008
of 1,353 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $4,406,357 across 3 REIT - Retail names. SPG ranks #3 (5.6% of the industry book) .
All Filings in SPG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,803 | 1,108 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $198,281 | 1,063 | Shares | Defined | 2026-05-04 | |
| 2025-09-30 | $245,284 | 1,307 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $209,630 | 1,304 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $216,567 | 1,304 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $320,310 | 1,860 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $490,495 | 2,902 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $815,924 | 5,375 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $125,660 | 803 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $114,539 | 803 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||