BOK Financial Private Wealth, Inc.
Position in SPG — Simon Property Group Inc.
CIK 1317348
DENVER, CO
Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$54,794
+$12,452 QoQ
Shares Held
245
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,157
of 1,353 holders
Holding Since
Dec 2021
14 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, 2026BOK Financial Private Wealth, Inc. holds $57,327 across 3 REIT - Retail names. SPG ranks #1 (95.6% of the industry book) .
All Filings in SPG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,794 | 245 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $42,342 | 227 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $42,019 | 227 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $42,601 | 227 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $36,492 | 227 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $44,509 | 268 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $40,641 | 236 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $39,719 | 235 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $35,673 | 235 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $36,775 | 235 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $33,520 | 235 | Shares | Sole | 2024-01-30 | |
| 2022-06-30 | $8,732 | 92 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $231,808 | 1,762 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $265,058 | 1,659 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||