Position in SPG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$804,469
+$171,760 QoQ
Shares Held
3,597
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#669
of 1,353 holders
Holding Since
Mar 2024
10 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, 2026ASPIRIANT, LLC holds $1,011,015 across 2 REIT - Retail names. SPG ranks #1 (79.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
3,597 | $804,469 | |
| 2 | NNN |
Nnn REIT, Inc.
|
4,439 | $206,546 |
All Filings in SPG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,469 | 3,597 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $632,709 | 3,392 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $995,891 | 5,380 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $992,586 | 5,289 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $865,853 | 5,386 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $971,734 | 5,851 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $994,857 | 5,777 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $988,936 | 5,851 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $872,546 | 5,748 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,139,403 | 7,281 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||