Summit Global Investments

Position in SPG — Simon Property Group Inc.

CIK 1697953 BOUNTIFUL, UT

Position in SPG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$494,266

-$247,190 QoQ

Shares Held

2,210

-44.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#789

of 1,353 holders

Holding Since

Dec 2021

18 quarters on record

Real Estate · as of Jun 30, 2026

Summit Global Investments holds $2,735,949 across 5 REIT - Retail names. SPG ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FCPT	Four Corners Property Trust, Inc.	40,267	$988,554
2	EPRT	Essential Properties Realty Trust, Inc.	16,561	$494,345
3	SPG	Simon Property Group Inc. This page	2,210	$494,266
4	UE	Urban Edge Properties	17,838	$408,133
5	SKT	Tanger Inc.	8,884	$350,651

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$494,266	2,210	-44.4%	Shares	Sole	2026-08-03
2026-03-31	$741,456	3,975	-75.2%	Shares	Sole	2026-05-07
2025-12-31	$2,969,164	16,040	-61.5%	Shares	Sole	2026-02-18
2025-09-30	$7,818,707	41,662	+263.4%	Shares	Sole	2025-11-03
2025-06-30	$1,843,274	11,466	-45.0%	Shares	Sole	2025-08-12
2024-12-31	$3,592,300	20,860	+0.9%	Shares	Sole	2025-02-11
2024-09-30	$3,494,995	20,678	+5.1%	Shares	Sole	2024-10-31
2024-06-30	$2,987,727	19,682	+1119.5%	Shares	Sole	2024-07-22
2024-03-31	$252,574	1,614	-74.1%	Shares	Sole	2024-04-29
2023-12-31	$888,219	6,227	-81.3%	Shares	Sole	2024-02-06
2023-09-30	$3,597,615	33,302	+3.7%	Shares	Sole	2023-10-16
2023-06-30	$3,707,485	32,105	+7.5%	Shares	Sole	2023-07-19
2023-03-31	$3,344,991	29,874	+2.9%	Shares	Sole	2023-05-04
2022-12-31	$3,410,561	29,031	-0.4%	Shares	Sole	2023-01-31
2022-09-30	$2,617,020	29,159	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$2,779,257	29,280	-25.7%	Shares	Sole	2022-08-23
2022-03-31	$5,185,437	39,415	+5.5%	Shares	Sole	2022-04-29
2021-12-31	$5,966,291	37,343	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.