LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
Position in SPG — Simon Property Group Inc.
CIK 1089707
LONG BEACH, CA
Position in SPG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$556,217
+$92,317 QoQ
Shares Held
2,487
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#763
of 1,353 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA holds $990,742 across 2 REIT - Retail names. SPG ranks #1 (56.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
2,487 | $556,217 | |
| 2 | O |
Realty Income Corp
|
7,013 | $434,525 |
All Filings in SPG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,217 | 2,487 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $463,900 | 2,487 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $460,368 | 2,487 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $476,494 | 2,539 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $405,919 | 2,525 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $472,663 | 2,846 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $499,236 | 2,899 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $508,243 | 3,007 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $456,462 | 3,007 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $470,565 | 3,007 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $419,076 | 2,938 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $327,871 | 3,035 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $350,481 | 3,035 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $350,690 | 3,132 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $367,947 | 3,132 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $268,711 | 2,994 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $283,431 | 2,986 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $436,516 | 3,318 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $521,968 | 3,267 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $335,452 | 2,581 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||