Caprock Group, LLC

Position in SPG — Simon Property Group Inc.

CIK 1610769 BOISE, ID

Position in SPG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,256,120

+$807,541 QoQ

Shares Held

14,559

+10.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#412

of 1,353 holders

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Caprock Group, LLC holds $6,108,340 across 4 REIT - Retail names. SPG ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	14,559	$3,256,120
2	NNN	Nnn REIT, Inc.	33,844	$1,574,761
3	REG	Regency Centers Corp	12,449	$992,683
4	FRT	Federal Realty Investment Trust	2,307	$284,776

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,256,120	14,559	+10.9%	Shares	Sole	2026-07-27
2026-03-31	$2,448,579	13,127	-19.5%	Shares	Sole	2026-05-11
2025-12-31	$3,018,403	16,306	+9.6%	Shares	Sole	2026-01-28
2025-09-30	$2,790,840	14,871	-1.5%	Shares	Sole	2025-11-06
2025-03-31	$2,507,309	15,097	-11.4%	Shares	Sole	2025-05-15
2024-12-31	$2,934,458	17,040	+8.8%	Shares	Sole	2025-01-23
2024-09-30	$2,647,698	15,665	+207.8%	Shares	Sole	2024-11-07
2024-06-30	$772,662	5,090	+37.6%	Shares	Sole	2024-08-06
2024-03-31	$578,856	3,699	+3.8%	Shares	Sole	2024-04-29
2023-12-31	$508,368	3,564	+11.5%	Shares	Sole	2024-01-18
2023-09-30	$345,155	3,195	+6.2%	Shares	Sole	2023-10-18
2023-06-30	$347,363	3,008	-18.6%	Shares	Sole	2023-08-10
2023-03-31	$413,953	3,697	+31.8%	Shares	Sole	2023-04-26
2022-12-31	$329,531	2,805	+10.3%	Shares	Sole	2023-01-23
2022-09-30	$228,324	2,544	-12.8%	Shares	Sole	2022-11-07
2022-03-31	$383,892	2,918	+1.0%	Shares	Sole	2022-04-12
2021-12-31	$461,415	2,888	+53.0%	Shares	Sole	2022-01-18
2021-09-30	$245,253	1,887	+7.8%	Shares	Sole	2021-10-07
2021-06-30	$228,470	1,751	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.