Chicago Partners Investment Group LLC
Position in SPG — Simon Property Group Inc.
CIK 1563525
CHICAGO, IL
Position in SPG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$757,502
+$289,872 QoQ
Shares Held
3,387
+35.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#683
of 1,353 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $6,291,157 across 6 REIT - Retail names. SPG ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
49,264 | $2,292,253 | |
| 2 | FRT |
Federal Realty Investment Trust
|
11,849 | $1,462,640 | |
| 3 | REG |
Regency Centers Corp
|
10,727 | $855,370 | |
| 4 | SPG |
Simon Property Group Inc.
This page
|
3,387 | $757,502 | |
| 5 | O |
Realty Income Corp
|
10,744 | $665,698 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
8,173 | $257,694 |
All Filings in SPG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $757,502 | 3,387 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $467,630 | 2,507 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $425,197 | 2,297 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $449,281 | 2,394 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $269,916 | 1,679 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||