Position in SPG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,048,023
+$104,928 QoQ
Shares Held
4,686
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#611
of 1,353 holders
Holding Since
Mar 2020
25 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, 2026Ellevest, Inc. holds $1,448,116 across 2 REIT - Retail names. SPG ranks #1 (72.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
4,686 | $1,048,023 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
9,613 | $400,093 |
All Filings in SPG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,048,023 | 4,686 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $943,095 | 5,056 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $888,528 | 4,800 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $953,926 | 5,083 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $540,314 | 3,361 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $630,937 | 3,799 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $689,528 | 4,004 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $961,554 | 5,689 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $901,540 | 5,939 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $870,240 | 5,561 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $734,881 | 5,152 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $374,431 | 3,466 | Shares | Sole | 2023-11-09 | |
| 2023-03-31 | $78,714 | 703 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $82,823 | 705 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $76,197 | 849 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $66,633 | 702 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $122,745 | 933 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $110,241 | 690 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $89,029 | 685 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $86,899 | 666 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $72,926 | 641 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $51,082 | 599 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $25,548 | 395 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $5,743 | 84 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $15,689 | 286 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||