Cascade Investment Advisors, Inc.
Position in SPG — Simon Property Group Inc.
CIK 1681490
Oregon City, OR
Position in SPG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,215,924
+$307,163 QoQ
Shares Held
9,908
-3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#478
of 1,358 holders
Holding Since
Mar 2021
22 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, 2026Cascade Investment Advisors, Inc. holds $3,654,663 across 2 REIT - Retail names. SPG ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
9,908 | $2,215,924 | |
| 2 | KIM |
Kimco Realty Corp
|
56,755 | $1,438,739 |
All Filings in SPG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,215,924 | 9,908 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,908,761 | 10,233 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,909,039 | 10,313 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,990,803 | 10,608 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,710,968 | 10,643 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,813,261 | 10,918 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,930,990 | 11,213 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,901,982 | 11,253 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $1,730,975 | 11,403 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $1,835,314 | 11,728 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,753,473 | 12,293 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,345,837 | 12,458 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,438,649 | 12,458 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,380,366 | 12,328 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,454,754 | 12,383 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,116,759 | 12,443 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $985,554 | 10,383 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,274,553 | 9,688 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,550,248 | 9,703 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,257,849 | 9,678 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,269,309 | 9,728 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,066,024 | 9,370 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||