Position in SPG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$741,623
+$123,090 QoQ
Shares Held
3,316
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#690
of 1,358 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Joel Isaacson & Co., LLC holds $1,592,865 across 2 REIT - Retail names. SPG ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
6,896 | $851,242 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
3,316 | $741,623 |
All Filings in SPG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,623 | 3,316 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $618,533 | 3,316 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $743,771 | 4,018 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $746,551 | 3,978 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $639,503 | 3,978 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $660,666 | 3,978 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $685,051 | 3,978 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $573,991 | 3,396 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $524,620 | 3,456 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $540,829 | 3,456 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $484,405 | 3,396 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $366,869 | 3,396 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $392,170 | 3,396 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $380,250 | 3,396 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $414,234 | 3,526 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $304,791 | 3,396 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $322,348 | 3,396 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $446,777 | 3,396 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $542,578 | 3,396 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $441,378 | 3,396 | Shares | Sole | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||