Position in SPG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$260,328
+$58,130 QoQ
Shares Held
1,164
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#993
of 1,353 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Keel Point, LLC holds $500,299 across 2 REIT - Retail names. SPG ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,164 | $260,328 | |
| 2 | O |
Realty Income Corp
|
3,873 | $239,971 |
All Filings in SPG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,328 | 1,164 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $202,198 | 1,084 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $342,268 | 1,849 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $331,988 | 1,769 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $285,027 | 1,773 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $273,865 | 1,649 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $240,921 | 1,399 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $223,613 | 1,323 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||