Convergence Investment Partners, LLC

Position in SPG — Simon Property Group Inc.

CIK 1456133 PALM BEACH GARDENS, FL

Position in SPG

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,133,844

+$322,265 QoQ

Shares Held

9,541

-1.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#485

of 1,358 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $2,133,844 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPG	Simon Property Group Inc. This page	9,541	$2,133,844

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,133,844	9,541	-1.8%	Shares	Sole	2026-07-31
2026-03-31	$1,811,579	9,712	+13.1%	Shares	Sole	2026-05-07
2025-12-31	$1,588,984	8,584	-4.3%	Shares	Sole	2026-02-05
2025-09-30	$1,683,587	8,971	+17.7%	Shares	Sole	2025-11-04
2025-06-30	$1,225,634	7,624	-34.0%	Shares	Sole	2025-08-01
2025-03-31	$1,917,559	11,546	-6.7%	Shares	Sole	2025-05-06
2024-12-31	$2,130,065	12,369	+5.2%	Shares	Sole	2025-01-31
2024-09-30	$1,987,506	11,759	+3.1%	Shares	Sole	2024-10-29
2024-06-30	$1,731,127	11,404	+15.4%	Shares	Sole	2024-08-01
2024-03-31	$1,546,434	9,882	+18.4%	Shares	Sole	2024-05-03
2023-12-31	$1,190,901	8,349	-4.0%	Shares	Sole	2024-02-05
2023-09-30	$939,212	8,694	-2.8%	Shares	Sole	2023-11-02
2023-06-30	$1,032,853	8,944	-10.4%	Shares	Sole	2023-07-26
2023-03-31	$1,117,908	9,984	-15.3%	Shares	Sole	2023-05-09
2022-03-31	$1,550,697	11,787	+441.7%	Shares	Sole	2022-04-26
2021-12-31	$347,659	2,176	+36.6%	Shares	Sole	2022-01-25
2021-09-30	$207,042	1,593	-39.5%	Shares	Sole	2021-10-25
2021-06-30	$343,423	2,632	—	Shares	Sole	2021-07-19
No filing history on record for this holder in this stock.