Jackson, Grant Investment Advisers, Inc.
Position in SPG — Simon Property Group Inc.
CIK 1650300
STAMFORD, CT
Position in SPG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$8,498
+$1,410 QoQ
Shares Held
38
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,278
of 1,358 holders
Holding Since
Mar 2023
14 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, 2026Jackson, Grant Investment Advisers, Inc. holds $73,418 across 4 REIT - Retail names. SPG ranks #4 (11.6% of the industry book) .
All Filings in SPG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,498 | 38 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,088 | 38 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,034 | 38 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,131 | 38 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,108 | 38 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,311 | 38 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,543 | 38 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,422 | 38 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,768 | 38 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $5,946 | 38 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,420 | 38 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,105 | 38 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,388 | 38 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,254 | 38 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||