Position in SPG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$207,547
New position
Shares Held
928
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,075
of 1,353 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 77%
Shared 0%
None 23%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Choate Investment Advisors holds $828,744 across 2 REIT - Retail names. SPG ranks #2 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFS |
Saul Centers, Inc.
|
16,614 | $621,197 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
928 | $207,547 |
All Filings in SPG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,547 | 928 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||