GREENLEAF TRUST

Position in SPG — Simon Property Group Inc.

CIK 1162170 KALAMAZOO, MI

Position in SPG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,001,443

+$258,508 QoQ

Shares Held

8,949

-4.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#494

of 1,353 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Real Estate · as of Jun 30, 2026

GREENLEAF TRUST holds $3,638,576 across 5 REIT - Retail names. SPG ranks #1 (55.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	8,949	$2,001,443
2	O	Realty Income Corp	13,165	$815,703
3	ADC	Agree Realty Corp	4,677	$354,235
4	REG	Regency Centers Corp	3,310	$263,939
5	KIM	Kimco Realty Corp	8,018	$203,256

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,001,443	8,949	-4.2%	Shares	Sole	2026-07-21
2026-03-31	$1,742,935	9,344	+5.2%	Shares	Sole	2026-04-27
2025-12-31	$1,643,776	8,880	-1.6%	Shares	Sole	2026-01-21
2025-09-30	$1,692,970	9,021	-0.6%	Shares	Sole	2025-10-22
2025-06-30	$1,459,379	9,078	-8.3%	Shares	Sole	2025-07-17
2025-03-31	$1,644,855	9,904	-0.4%	Shares	Sole	2025-04-30
2024-12-31	$1,711,595	9,939	+2.1%	Shares	Defined	2025-01-24
2024-09-30	$1,645,578	9,736	+1.2%	Shares	Defined	2024-10-22
2024-06-30	$1,460,771	9,623	+1.4%	Shares	Defined	2024-07-22
2024-03-31	$1,485,403	9,492	-0.8%	Shares	Defined	2024-04-29
2023-12-31	$1,364,922	9,569	-4.9%	Shares	Defined	2024-01-31
2023-09-30	$1,086,781	10,060	+2.4%	Shares	Defined	2023-11-09
2023-06-30	$1,134,244	9,822	-2.9%	Shares	Defined	2023-08-09
2023-03-31	$1,132,464	10,114	+0.1%	Shares	Defined	2023-05-11
2022-12-31	$1,187,370	10,107	+29.0%	Shares	Defined	2023-01-25
2022-09-30	$703,370	7,837	+15.5%	Shares	Defined	2022-11-10
2022-06-30	$643,937	6,784	-3.1%	Shares	Defined	2022-08-12
2022-03-31	$921,314	7,003	+3.0%	Shares	Defined	2022-04-27
2021-12-31	$1,086,276	6,799	+2.1%	Shares	Defined	2022-02-11
2021-09-30	$865,210	6,657	+2.6%	Shares	Defined	2021-11-12
2021-06-30	$846,945	6,491	+4.2%	Shares	Defined	2021-08-10
2021-03-31	$709,014	6,232	+15.6%	Shares	Defined	2021-04-30
2020-12-31	$459,829	5,392	+12.7%	Shares	Defined	2021-02-08
2020-09-30	$309,558	4,786	-7.4%	Shares	Defined	2020-10-30
2020-06-30	$353,456	5,169	—	Shares	Defined	2020-08-12
No filing history on record for this holder in this stock.