Fiduciary Group, LLC

Position in SPG — Simon Property Group Inc.

CIK 1645890 SAVANNAH, GA

Position in SPG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,138,806

+$827,166 QoQ

Shares Held

22,977

-0.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#356

of 1,353 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Fiduciary Group, LLC holds $5,490,980 across 2 REIT - Retail names. SPG ranks #1 (93.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SPG	Simon Property Group Inc. This page	22,977	$5,138,806
2	FRT	Federal Realty Investment Trust	2,853	$352,174

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,138,806	22,977	-0.6%	Shares	Sole	2026-08-10
2026-03-31	$4,311,640	23,115	-0.7%	Shares	Sole	2026-05-11
2025-12-31	$4,310,841	23,288	-2.4%	Shares	Sole	2026-02-12
2025-09-30	$4,478,932	23,866	-0.5%	Shares	Sole	2025-11-12
2025-06-30	$3,854,542	23,977	-1.0%	Shares	Sole	2025-08-13
2025-03-31	$4,023,121	24,224	-0.2%	Shares	Sole	2025-04-28
2024-12-31	$4,180,053	24,273	-1.8%	Shares	Sole	2025-02-11
2024-09-30	$4,177,160	24,714	-2.4%	Shares	Sole	2024-11-13
2024-06-30	$3,842,361	25,312	-2.3%	Shares	Sole	2024-08-08
2024-03-31	$4,052,621	25,897	-3.7%	Shares	Sole	2024-05-13
2023-12-31	$3,834,733	26,884	+9.1%	Shares	Sole	2024-02-05
2023-09-30	$2,662,399	24,645	+1.9%	Shares	Sole	2023-11-13
2023-06-30	$2,791,729	24,175	+1.9%	Shares	Sole	2023-07-27
2023-03-31	$2,655,592	23,717	+4.1%	Shares	Sole	2023-05-15
2022-12-31	$2,677,486	22,791	+6.1%	Shares	Sole	2023-02-07
2022-09-30	$1,928,458	21,487	+143.8%	Shares	Sole	2022-11-14
2022-06-30	$836,529	8,813	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.