WATERS PARKERSON & CO., LLC

Position in SPG — Simon Property Group Inc.

CIK 1222993 NEW ORLEANS, LA

Position in SPG

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

Position Value

$9,609,122

+$1,479,212 QoQ

Shares Held

42,965

-1.4% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#274

of 1,353 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Real Estate · as of Jun 30, 2026

WATERS PARKERSON & CO., LLC holds $35,106,591 across 2 REIT - Retail names. SPG ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp	411,515	$25,497,469
2	SPG	Simon Property Group Inc. This page	42,965	$9,609,122

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,609,122	42,965	-1.4%	Shares	Sole	2026-07-30
2026-03-31	$8,129,910	43,585	-1.3%	Shares	Sole	2026-04-29
2025-12-31	$8,174,457	44,160	-1.8%	Shares	Sole	2026-02-12
2025-09-30	$8,440,645	44,976	+3.5%	Shares	Sole	2025-10-28
2025-06-30	$6,989,041	43,475	+22.9%	Shares	Sole	2025-08-14
2025-03-31	$5,874,415	35,371	-2.1%	Shares	Sole	2025-05-15
2024-12-31	$6,224,702	36,146	+1.1%	Shares	Sole	2025-02-14
2024-09-30	$6,043,310	35,755	+0.8%	Shares	Sole	2024-11-13
2024-06-30	$5,385,864	35,480	-1.1%	Shares	Sole	2024-08-13
2024-03-31	$5,614,861	35,880	+0.4%	Shares	Sole	2024-05-14
2023-12-31	$5,095,814	35,725	+4.5%	Shares	Sole	2024-02-14
2023-09-30	$3,692,249	34,178	+5.2%	Shares	Sole	2023-11-09
2023-06-30	$3,752,984	32,499	+7.0%	Shares	Sole	2023-08-14
2023-03-31	$3,399,857	30,364	+13.6%	Shares	Sole	2023-05-02
2022-12-31	$3,140,240	26,730	+21.2%	Shares	Sole	2023-02-10
2022-09-30	$1,979,436	22,055	+13.2%	Shares	Sole	2022-11-07
2022-06-30	$1,849,041	19,480	—	Shares	Sole	2022-08-01
No filing history on record for this holder in this stock.