American Investment Services, Inc.
Position in SPG — Simon Property Group Inc.
CIK 1369913
GREAT BARRINGTON, MA
Position in SPG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$594,014
+$98,591 QoQ
Shares Held
2,656
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#741
of 1,353 holders
Holding Since
Mar 2020
26 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, 2026American Investment Services, Inc. holds $1,060,324 across 2 REIT - Retail names. SPG ranks #1 (56.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
2,656 | $594,014 | |
| 2 | O |
Realty Income Corp
|
7,526 | $466,310 |
All Filings in SPG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,014 | 2,656 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $495,423 | 2,656 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $491,652 | 2,656 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $498,451 | 2,656 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $473,116 | 2,943 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $488,773 | 2,943 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $551,588 | 3,203 | Shares | Sole | 2025-03-03 | |
| 2024-09-30 | $541,371 | 3,203 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $486,215 | 3,203 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $583,707 | 3,730 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $532,047 | 3,730 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $402,951 | 3,730 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $393,209 | 3,405 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $381,257 | 3,405 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $400,019 | 3,405 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $305,598 | 3,405 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $353,482 | 3,724 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $489,929 | 3,724 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $645,630 | 4,041 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $525,208 | 4,041 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $528,313 | 4,049 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $543,593 | 4,778 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $519,781 | 6,095 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $394,224 | 6,095 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $416,776 | 6,095 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $329,653 | 6,009 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||