Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,150,620
+$2,126,697 QoQ
Shares Held
58,800
-0.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#234
of 1,353 holders
Holding Since
Dec 2020
23 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, 2026STALEY CAPITAL ADVISERS INC holds $13,150,620 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.
This page
|
58,800 | $13,150,620 |
All Filings in SPG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,150,620 | 58,800 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,023,923 | 59,100 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $8,894,535 | 48,050 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,665,005 | 51,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,195,544 | 50,980 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,953,571 | 47,890 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,090,104 | 52,785 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,921,720 | 52,785 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,629,071 | 56,845 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,358,258 | 59,801 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $9,377,296 | 65,741 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,087,200 | 65,604 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,317,274 | 63,364 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,801,393 | 60,743 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,721,383 | 57,213 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,057,681 | 56,353 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,148,004 | 43,700 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $5,209,776 | 39,600 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,205,466 | 38,840 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,148,111 | 39,610 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $5,220,504 | 40,010 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,878,419 | 34,090 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $426,400 | 5,000 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||