Edgemoor Investment Advisors, Inc.
Position in SPG — Simon Property Group Inc.
CIK 1313792
BETHESDA, MD
Position in SPG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,450,412
+$2,472,401 QoQ
Shares Held
69,083
-0.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#226
of 1,353 holders
Holding Since
Dec 2020
23 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, 2026Edgemoor Investment Advisors, Inc. holds $28,831,789 across 2 REIT - Retail names. SPG ranks #1 (53.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
69,083 | $15,450,412 | |
| 2 | O |
Realty Income Corp
|
215,968 | $13,381,377 |
All Filings in SPG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,450,412 | 69,083 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $12,978,011 | 69,576 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,872,734 | 69,541 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $13,103,307 | 69,821 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,247,894 | 69,967 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,560,164 | 69,606 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $12,010,442 | 69,743 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $11,988,757 | 70,931 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,478,146 | 69,026 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,368,331 | 47,085 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,417,516 | 44,991 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,885,656 | 45,225 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,026,267 | 43,525 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,098,553 | 45,535 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,328,305 | 45,355 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,125,358 | 45,965 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,221,661 | 44,476 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,835,343 | 44,355 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,532,995 | 40,890 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,298,227 | 40,765 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $6,045,790 | 46,335 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,425,614 | 30,110 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $793,530 | 9,305 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||