AFFINITY INVESTMENT ADVISORS, LLC
Position in SPG — Simon Property Group Inc.
CIK 1520601
NEWPORT BEACH, CA
Position in SPG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,950,004
+$404,044 QoQ
Shares Held
8,719
+5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#502
of 1,358 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026AFFINITY INVESTMENT ADVISORS, LLC holds $1,950,004 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
|
8,719 | $1,950,004 |
All Filings in SPG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,950,004 | 8,719 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,545,960 | 8,288 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,505,684 | 8,134 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,603,827 | 8,546 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,375,462 | 8,556 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,395,902 | 8,405 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,564,355 | 9,084 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,961,984 | 11,608 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,770,595 | 11,664 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,876,784 | 11,993 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,841,197 | 12,908 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,451,383 | 13,435 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,722,384 | 14,915 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,493,567 | 13,339 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $560,144 | 4,768 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $427,928 | 4,768 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $452,578 | 4,768 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $709,634 | 5,394 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $870,906 | 5,451 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $565,759 | 4,353 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $559,759 | 4,290 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||