Phocas Financial Corp.

Position in SPG — Simon Property Group Inc.

CIK 1356783 ALAMEDA, CA

Position in SPG

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$427,713

-$8,221 QoQ

Shares Held

2,293

-2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Real Estate · as of Mar 31, 2026

Phocas Financial Corp. holds $8,940,328 across 4 REIT - Retail names. SPG ranks #3 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KRG	Kite Realty Group Trust	215,132	$5,281,490
2	MAC	Macerich Co	157,961	$2,985,462
3	SPG	Simon Property Group Inc. This page	2,293	$427,713
4	FRT	Federal Realty Investment Trust	2,313	$245,663

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$427,713	2,293	-2.6%	Shares	Sole	2026-05-01
2025-12-31	$435,934	2,355	-0.9%	Shares	Sole	2026-01-26
2025-09-30	$445,903	2,376	-8.8%	Shares	Sole	2025-11-12
2025-06-30	$418,940	2,606	-1.6%	Shares	Sole	2025-08-06
2025-03-31	$439,945	2,649	-2.1%	Shares	Sole	2025-05-09
2024-12-31	$466,000	2,706	-80.1%	Shares	Sole	2025-03-05
2023-12-31	$1,942,614	13,619	-26.3%	Shares	Sole	2024-01-30
2023-09-30	$1,995,854	18,475	-1.5%	Shares	Sole	2023-10-10
2023-06-30	$2,166,635	18,762	+15.8%	Shares	Sole	2023-07-13
2023-03-31	$1,813,914	16,200	-8.2%	Shares	Sole	2023-04-13
2022-12-31	$2,074,226	17,656	-0.3%	Shares	Sole	2023-01-11
2022-09-30	$1,589,652	17,712	+3.8%	Shares	Sole	2022-10-14
2022-06-30	$1,619,335	17,060	+2.2%	Shares	Sole	2022-08-15
2022-03-31	$2,196,262	16,694	-1.2%	Shares	Sole	2022-05-25
2021-12-31	$2,698,355	16,889	+1.5%	Shares	Sole	2022-02-15
2021-09-30	$2,163,480	16,646	+0.8%	Shares	Sole	2021-11-16
2021-06-30	$2,154,094	16,509	-3.4%	Shares	Sole	2021-08-16
2021-03-31	$1,945,011	17,096	-0.1%	Shares	Sole	2021-06-22
2020-12-31	$1,458,714	17,105	-2.2%	Shares	Sole	2021-03-01
2020-09-30	$1,131,253	17,490	-3.5%	Shares	Sole	2020-11-13
2020-06-30	$1,239,113	18,121	+34.9%	Shares	Sole	2020-08-24
2020-03-31	$737,044	13,435	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.