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Equibles

Phocas Financial Corp.

Position in SPG — Simon Property Group Inc.

CIK 1356783 ALAMEDA, CA
Back to SPG Full portfolio

Position in SPG

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$422,922
-$4,791 QoQ
Shares Held
1,891
-17.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026

Phocas Financial Corp. holds $10,007,938 across 3 REIT - Retail names. SPG ranks #3 (4.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KRG
Kite Realty Group Trust
 204,464 $5,802,688
2 MAC
Macerich Co
 150,152 $3,782,328
3 SPG
Simon Property Group Inc.
This page 		1,891 $422,922

All Filings in SPG

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $422,922 1,891
2026-03-31 $427,713 2,293
2025-12-31 $435,934 2,355
2025-09-30 $445,903 2,376
2025-06-30 $418,940 2,606
2025-03-31 $439,945 2,649
2024-12-31 $466,000 2,706
2023-12-31 $1,942,614 13,619
2023-09-30 $1,995,854 18,475
2023-06-30 $2,166,635 18,762
2023-03-31 $1,813,914 16,200
2022-12-31 $2,074,226 17,656
2022-09-30 $1,589,652 17,712
2022-06-30 $1,619,335 17,060
2022-03-31 $2,196,262 16,694
2021-12-31 $2,698,355 16,889
2021-09-30 $2,163,480 16,646
2021-06-30 $2,154,094 16,509
2021-03-31 $1,945,011 17,096
2020-12-31 $1,458,714 17,105
2020-09-30 $1,131,253 17,490
2020-06-30 $1,239,113 18,121
2020-03-31 $737,044 13,435