Bank Julius Baer & Co. Ltd, Zurich

Bank

Position in SPG — Simon Property Group Inc.

CIK 1544599 ZURICH, V8

Position in SPG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$9,820,918

+$3,710,196 QoQ

Shares Held

43,912

+34.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#270

of 1,353 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Bank Julius Baer & Co. Ltd, Zurich holds $10,049,495 across 3 REIT - Retail names. SPG ranks #1 (97.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	43,912	$9,820,918
2	REG	Regency Centers Corp	1,485	$118,413
3	O	Realty Income Corp	1,778	$110,164

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,820,918	43,912	+34.0%	Shares	Sole	2026-08-10
2026-03-31	$6,110,722	32,760	+21.5%	Shares	Sole	2026-05-05
2025-12-31	$4,992,972	26,973	+7.1%	Shares	Sole	2026-02-05
2025-09-30	$4,727,594	25,191	+13.0%	Shares	Sole	2025-11-13
2025-06-30	$3,584,948	22,300	+7.8%	Shares	Sole	2025-08-14
2025-03-31	$3,435,530	20,686	+14.0%	Shares	Sole	2025-09-17
2024-12-31	$3,124,406	18,143	+162.1%	Shares	Sole	2025-02-07
2024-09-30	$1,169,956	6,922	+4.4%	Shares	Sole	2024-11-14
2024-06-30	$1,006,130	6,628	+49.1%	Shares	Sole	2024-08-14
2024-03-31	$695,754	4,446	+5.6%	Shares	Sole	2024-05-14
2023-12-31	$600,371	4,209	+5.9%	Shares	Sole	2024-05-16
2023-09-30	$429,527	3,976	-12.2%	Shares	Sole	2023-11-13
2023-06-30	$523,124	4,530	+38.1%	Shares	Sole	2023-07-24
2023-03-31	$367,373	3,281	-5.2%	Shares	Sole	2023-05-11
2022-12-31	$406,480	3,460	-28.1%	Shares	Sole	2023-01-24
2022-09-30	$432,146	4,815	-31.9%	Shares	Sole	2022-11-04
2022-06-30	$671,464	7,074	+10.5%	Shares	Sole	2022-07-22
2022-03-31	$842,115	6,401	+2.8%	Shares	Sole	2022-05-09
2021-12-31	$995,207	6,229	-13.6%	Shares	Sole	2022-02-15
2021-09-30	$936,563	7,206	+1.2%	Shares	Sole	2021-11-12
2021-06-30	$929,017	7,120	-10.9%	Shares	Sole	2021-07-23
2021-03-31	$909,136	7,991	+1.4%	Shares	Sole	2021-05-10
2020-12-31	$672,006	7,880	-11.0%	Shares	Sole	2021-02-24
2020-09-30	$572,418	8,850	-18.6%	Shares	Sole	2020-11-10
2020-06-30	$743,358	10,871	-0.7%	Shares	Sole	2020-08-12
2020-03-31	$600,497	10,946	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.