Carnegie Investment Counsel

Position in SPG — Simon Property Group Inc.

CIK 1511506 PEPPER PIKE, OH

Position in SPG

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

Position Value

$216,716

+$6,311 QoQ

Shares Held

969

-14.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,063

of 1,358 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Carnegie Investment Counsel holds $8,146,262 across 3 REIT - Retail names. SPG ranks #3 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	109,889	$6,808,722
2	KIM	Kimco Realty Corp	44,214	$1,120,824
3	SPG	Simon Property Group Inc. This page	969	$216,716

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,716	969	-14.1%	Shares	Sole	2026-07-30
2026-03-31	$210,405	1,128	+5.5%	Shares	Sole	2026-05-01
2025-09-30	$200,619	1,069	-31.9%	Shares	Sole	2025-10-16
2025-06-30	$252,232	1,569	0.0%	Shares	Sole	2025-07-31
2025-03-31	$260,579	1,569	0.0%	Shares	Sole	2025-05-06
2024-12-31	$270,197	1,569	+4.3%	Shares	Sole	2025-01-15
2024-09-30	$254,206	1,504	0.0%	Shares	Sole	2024-10-10
2024-06-30	$228,307	1,504	0.0%	Shares	Sole	2024-07-22
2024-03-31	$235,360	1,504	-3.2%	Shares	Sole	2024-05-06
2023-12-31	$221,662	1,554	-13.4%	Shares	Sole	2024-01-30
2023-06-30	$207,171	1,794	-13.3%	Shares	Sole	2023-08-04
2023-03-31	$231,777	2,070	+11.1%	Shares	Sole	2023-04-20
2022-12-31	$218,982	1,864	0.0%	Shares	Sole	2023-01-24
2022-03-31	$245,227	1,864	0.0%	Shares	Sole	2022-04-11
2021-12-31	$297,811	1,864	-37.7%	Shares	Sole	2022-01-21
2021-09-30	$389,130	2,994	0.0%	Shares	Sole	2021-10-08
2021-06-30	$390,657	2,994	0.0%	Shares	Sole	2021-07-16
2021-03-31	$340,627	2,994	0.0%	Shares	Sole	2021-04-12
2020-12-31	$255,328	2,994	-4.2%	Shares	Sole	2021-02-08
2020-06-30	$213,619	3,124	—	Shares	Sole	2020-07-09
No filing history on record for this holder in this stock.