Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,003,274
+$896,630 QoQ
Shares Held
22,371
+1.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.85%
of 13F equity value
Holder Rank
#359
of 1,353 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026SAM Advisors, LLC holds $5,003,274 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
|
22,371 | $5,003,274 |
All Filings in SPG
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,003,274 | 22,371 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,106,644 | 22,016 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,023,921 | 21,738 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,078,256 | 21,731 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,479,167 | 21,642 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,482,199 | 20,967 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,705,098 | 21,515 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,713,200 | 21,969 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,396,828 | 22,377 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,535,578 | 22,593 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $2,512,561 | 23,258 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,716,436 | 23,523 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,428,741 | 21,691 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,725,301 | 23,198 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,148,974 | 23,944 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,951,745 | 20,562 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,540,555 | 19,311 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $2,953,508 | 18,486 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $3,781,737 | 29,097 | Shares | Sole | 2021-10-01 | |
| No filing history on record for this holder in this stock. | ||||||