Gallagher Fiduciary Advisors, LLC

Position in SPG — Simon Property Group Inc.

CIK 1527781 ROLLING MEADOWS, IL

Position in SPG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$447,970

+$65,397 QoQ

Shares Held

2,003

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#821

of 1,358 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Gallagher Fiduciary Advisors, LLC holds $2,395,939 across 4 REIT - Retail names. SPG ranks #2 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KRG	Kite Realty Group Trust	38,910	$1,104,265
2	SPG	Simon Property Group Inc. This page	2,003	$447,970
3	ADC	Agree Realty Corp	5,608	$424,749
4	FRT	Federal Realty Investment Trust	3,394	$418,955

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$447,970	2,003	-2.3%	Shares	Sole	2026-08-14
2026-03-31	$382,573	2,051	-12.2%	Shares	Sole	2026-05-15
2025-12-31	$432,602	2,337	+0.3%	Shares	Sole	2026-02-17
2025-09-30	$437,458	2,331	-47.7%	Shares	Sole	2025-11-14
2025-06-30	$717,150	4,461	-3.7%	Shares	Sole	2025-08-14
2025-03-31	$768,950	4,630	+2.7%	Shares	Sole	2025-05-15
2024-12-31	$776,494	4,509	+7.3%	Shares	Sole	2025-02-14
2024-09-30	$710,222	4,202	-12.0%	Shares	Sole	2024-11-14
2024-06-30	$724,845	4,775	+0.6%	Shares	Sole	2024-08-14
2024-03-31	$742,545	4,745	-8.2%	Shares	Sole	2024-05-15
2023-12-31	$737,306	5,169	-14.1%	Shares	Defined	2024-02-14
2023-09-30	$650,016	6,017	-6.6%	Shares	Defined	2023-11-14
2023-06-30	$744,153	6,444	+0.1%	Shares	Defined	2023-08-14
2023-03-31	$720,526	6,435	—	Shares	Defined	2023-05-15
No filing history on record for this holder in this stock.