OXFORD FINANCIAL GROUP, LTD. LLC
Position in SPG — Simon Property Group Inc.
CIK 1245862
INDIANAPOLIS, IN
Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$634,718
+$71,957 QoQ
Shares Held
2,838
-5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#731
of 1,353 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $634,718 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
|
2,838 | $634,718 |
All Filings in SPG
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $634,718 | 2,838 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $562,761 | 3,017 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $562,364 | 3,038 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $562,446 | 2,997 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $471,991 | 2,936 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $489,603 | 2,948 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $532,128 | 3,090 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $493,031 | 2,917 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $346,863 | 2,285 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $345,686 | 2,209 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $327,501 | 2,296 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $219,949 | 2,036 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $240,429 | 2,082 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $221,812 | 1,981 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $228,028 | 1,941 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $200,945 | 2,117 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $739,104 | 5,618 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $888,161 | 5,559 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $716,264 | 5,511 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $705,113 | 5,404 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $608,897 | 5,352 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $451,045 | 5,289 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $336,206 | 5,198 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $551,553 | 8,066 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||