Jacobi Capital Management LLC

Position in SPG — Simon Property Group Inc.

CIK 1689646 PITTSTON, PA

Position in SPG

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$341,066

+$56,608 QoQ

Shares Held

1,525

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#894

of 1,353 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Jacobi Capital Management LLC holds $912,461 across 2 REIT - Retail names. SPG ranks #2 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	O	Realty Income Corp	9,222	$571,395
2	SPG	Simon Property Group Inc. This page	1,525	$341,066

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$341,066	1,525	0.0%	Shares	Sole	2026-07-31
2026-03-31	$284,458	1,525	+0.1%	Shares	Sole	2026-05-14
2025-12-31	$282,107	1,524	0.0%	Shares	Sole	2026-02-13
2025-09-30	$286,009	1,524	+0.1%	Shares	Sole	2025-11-07
2025-06-30	$244,837	1,523	0.0%	Shares	Sole	2025-08-12
2025-03-31	$252,939	1,523	0.0%	Shares	Sole	2025-05-27
2024-12-31	$262,275	1,523	-6.3%	Shares	Sole	2025-02-05
2024-09-30	$274,657	1,625	-23.8%	Shares	Sole	2024-11-14
2024-06-30	$323,789	2,133	+39.2%	Shares	Sole	2024-08-09
2024-03-31	$239,742	1,532	+0.1%	Shares	Sole	2024-05-10
2023-12-31	$218,381	1,531	+845.1%	Shares	Sole	2024-02-14
2021-09-30	$21,055	162	0.0%	Shares	Sole	2021-11-15
2021-06-30	$21,137	162	+47.3%	Shares	Sole	2021-08-12
2021-03-31	$12,514	110	0.0%	Shares	Sole	2021-05-11
2020-12-31	$9,380	110	0.0%	Shares	Sole	2021-02-08
2020-09-30	$7,114	110	0.0%	Shares	Sole	2020-10-30
2020-06-30	$7,521	110	-51.5%	Shares	Sole	2020-08-04
2020-03-31	$12,453	227	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.