Plante Moran Financial Advisors, LLC
Position in SPG — Simon Property Group Inc.
CIK 1424717
SOUTHFIELD, MI
Position in SPG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,038
+$5,717 QoQ
Shares Held
27
+1250.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,289
of 1,353 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $171,599 across 16 REIT - Retail names. SPG ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,156 | $71,625 | |
| 2 | IVT |
InvenTrust Properties Corp.
|
1,176 | $41,630 | |
| 3 | KRG |
Kite Realty Group Trust
|
1,284 | $36,439 | |
| 4 | ADC |
Agree Realty Corp
|
100 | $7,574 | |
| 5 | SPG |
Simon Property Group Inc.
This page
|
27 | $6,038 | |
| 6 | MAC |
Macerich Co
|
77 | $1,939 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
27 | $1,123 | |
| 8 | EPRT |
Essential Properties Realty Trust, Inc.
|
34 | $1,014 |
All Filings in SPG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,038 | 27 | Shares | Sole | 2026-08-06 | |
| 2025-06-30 | $321 | 2 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $332 | 2 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,749 | 45 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $338 | 2 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $303 | 2 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $312 | 2 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $285 | 2 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $216 | 2 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $230 | 2 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $223 | 2 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $234 | 2 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $179 | 2 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,613 | 17 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,841 | 14 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $319 | 2 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $259 | 2 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $260 | 2 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $227 | 2 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $170 | 2 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $129 | 2 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,299 | 19 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $109 | 2 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||