Position in SPG
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$657,531
+$223,849 QoQ
Shares Held
2,940
+26.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#725
of 1,358 holders
Holding Since
Mar 2021
21 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, 2026Rehmann Capital Advisory Group holds $971,345 across 2 REIT - Retail names. SPG ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
2,940 | $657,531 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
7,540 | $313,814 |
All Filings in SPG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $657,531 | 2,940 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $433,682 | 2,325 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $504,794 | 2,727 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $418,128 | 2,228 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $373,767 | 2,325 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $384,807 | 2,317 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $363,190 | 2,109 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $365,928 | 2,165 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $330,316 | 2,176 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $343,495 | 2,195 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $317,374 | 2,225 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $253,114 | 2,343 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $281,540 | 2,438 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $272,870 | 2,437 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $285,711 | 2,432 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $213,784 | 2,382 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $260,225 | 1,978 | Shares | Sole | 2022-06-03 | |
| 2021-12-31 | $321,617 | 2,013 | Shares | Sole | 2022-03-02 | |
| 2021-09-30 | $256,430 | 1,973 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $260,046 | 1,993 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $224,354 | 1,972 | Shares | Sole | 2021-05-26 | |
| No filing history on record for this holder in this stock. | ||||||