Morningstar Investment Management LLC
Position in SPG — Simon Property Group Inc.
CIK 1673385
CHICAGO, IL
Position in SPG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$269,498
+$44,730 QoQ
Shares Held
1,205
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#975
of 1,353 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Morningstar Investment Management LLC holds $5,181,311 across 3 REIT - Retail names. SPG ranks #3 (5.2% 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 | $269,498 | 1,205 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $224,768 | 1,205 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $223,057 | 1,205 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $287,322 | 1,531 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $871,640 | 5,422 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $882,231 | 5,123 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $901,721 | 5,335 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $385,723 | 2,541 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $524,710 | 3,353 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $478,271 | 3,353 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $455,886 | 4,220 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $473,352 | 4,099 | Shares | Sole | 2024-04-09 | |
| 2023-03-31 | $329,415 | 2,942 | Shares | Sole | 2024-04-09 | |
| 2022-12-31 | $313,319 | 2,667 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||