Position in SPG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$967,286
+$160,544 QoQ
Shares Held
4,325
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#628
of 1,353 holders
Holding Since
Sep 2020
24 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, 2026MONETARY MANAGEMENT GROUP INC holds $1,306,746 across 2 REIT - Retail names. SPG ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
4,325 | $967,286 | |
| 2 | FRT |
Federal Realty Investment Trust
|
2,750 | $339,460 |
All Filings in SPG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,286 | 4,325 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $806,742 | 4,325 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $800,600 | 4,325 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $811,672 | 4,325 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $767,629 | 4,775 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $793,032 | 4,775 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $822,302 | 4,775 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $807,070 | 4,775 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $724,845 | 4,775 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $749,743 | 4,791 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $731,030 | 5,125 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $553,653 | 5,125 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $606,270 | 5,250 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $587,842 | 5,250 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $616,770 | 5,250 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $527,281 | 5,875 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $557,655 | 5,875 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $756,470 | 5,750 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $918,677 | 5,750 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $617,357 | 4,750 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $456,680 | 3,500 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $455,080 | 4,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $341,120 | 4,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $250,635 | 3,875 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||