NOVARE CAPITAL MANAGEMENT LLC

Position in SPG — Simon Property Group Inc.

CIK 1388409 CHARLOTTE, NC

Position in SPG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$378,639

+$62,844 QoQ

Shares Held

1,693

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#866

of 1,353 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

NOVARE CAPITAL MANAGEMENT LLC holds $10,154,254 across 2 REIT - Retail names. SPG ranks #2 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp	157,773	$9,775,615
2	SPG	Simon Property Group Inc. This page	1,693	$378,639

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,639	1,693	0.0%	Shares	Sole	2026-08-07
2026-03-31	$315,795	1,693	-20.7%	Shares	Sole	2026-04-17
2025-12-31	$395,024	2,134	-2.3%	Shares	Sole	2026-02-05
2025-09-30	$409,871	2,184	+0.9%	Shares	Sole	2025-11-03
2025-06-30	$348,045	2,165	+0.7%	Shares	Sole	2025-07-29
2025-03-31	$357,072	2,150	0.0%	Shares	Sole	2025-04-29
2024-12-31	$370,251	2,150	-2.3%	Shares	Sole	2025-01-21
2024-09-30	$371,844	2,200	0.0%	Shares	Sole	2024-10-11
2024-06-30	$333,960	2,200	-16.8%	Shares	Sole	2024-08-02
2024-03-31	$413,916	2,645	+19.7%	Shares	Sole	2024-05-06
2023-12-31	$315,234	2,210	0.0%	Shares	Sole	2024-02-08
2023-09-30	$238,746	2,210	0.0%	Shares	Sole	2023-11-02
2023-06-30	$255,210	2,210	0.0%	Shares	Sole	2023-07-28
2023-03-31	$247,453	2,210	+4.7%	Shares	Sole	2023-04-20
2022-12-31	$247,882	2,110	0.0%	Shares	Sole	2023-01-17
2022-06-30	$200,281	2,110	-2.3%	Shares	Sole	2022-08-03
2022-03-31	$284,169	2,160	+30.3%	Shares	Sole	2022-05-09
2021-12-31	$264,898	1,658	-28.6%	Shares	Sole	2022-02-03
2021-09-30	$301,660	2,321	-0.3%	Shares	Sole	2021-11-04
2021-06-30	$303,887	2,329	—	Shares	Sole	2021-08-02
No filing history on record for this holder in this stock.