Position in SPG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$13,642
+$2,637 QoQ
Shares Held
61
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,246
of 1,353 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $86,514 across 9 REIT - Retail names. SPG ranks #3 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REG |
Regency Centers Corp
|
526 | $41,943 | |
| 2 | NNN |
Nnn REIT, Inc.
|
313 | $14,563 | |
| 3 | SPG |
Simon Property Group Inc.
This page
|
61 | $13,642 | |
| 4 | O |
Realty Income Corp
|
118 | $7,311 | |
| 5 | GTY |
Getty Realty Corp /Md/
|
100 | $3,336 | |
| 6 | FRT |
Federal Realty Investment Trust
|
20 | $2,468 | |
| 7 | KIM |
Kimco Realty Corp
|
85 | $2,154 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
14 | $582 |
All Filings in SPG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,642 | 61 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $11,005 | 59 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,625 | 52 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,067 | 27 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||