Position in SPG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,895,820
+$490,889 QoQ
Shares Held
12,948
+0.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#438
of 1,358 holders
Holding Since
Mar 2020
26 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, 2026ADELL HARRIMAN & CARPENTER INC holds $3,171,425 across 2 REIT - Retail names. SPG ranks #1 (91.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
12,948 | $2,895,820 | |
| 2 | KIM |
Kimco Realty Corp
|
10,872 | $275,605 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,895,820 | 12,948 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,404,931 | 12,893 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,491,210 | 13,458 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,516,279 | 13,408 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,862,404 | 11,585 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,404,008 | 14,475 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,538,375 | 14,740 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,526,849 | 14,950 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,525,952 | 16,640 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,909,618 | 18,593 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,780,053 | 19,490 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,127,110 | 19,690 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,197,584 | 19,030 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,293,033 | 20,479 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,946,398 | 25,080 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,767,626 | 19,695 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,769,783 | 18,645 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,894,858 | 14,403 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,039,943 | 12,768 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,397,827 | 10,755 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,223,250 | 9,375 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,004,589 | 8,830 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $631,498 | 7,405 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $420,743 | 6,505 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $302,991 | 4,431 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $711,150 | 12,963 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||