Stamos Capital Partners, L.P.
Position in SPG — Simon Property Group Inc.
CIK 1705399
Menlo Park, CA
Position in SPG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,205,351
+$554,947 QoQ
Shares Held
14,332
+0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#419
of 1,358 holders
Holding Since
Mar 2020
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, 2026Stamos Capital Partners, L.P. holds $3,205,351 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
14,332 | $3,205,351 |
All Filings in SPG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,205,351 | 14,332 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,650,404 | 14,209 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,784,239 | 15,041 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,817,396 | 9,684 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,619,101 | 16,292 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,613,301 | 9,714 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,028,633 | 11,780 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,007,359 | 5,960 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,530,144 | 10,080 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,521,082 | 9,720 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,493,440 | 10,470 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,224,695 | 29,850 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,485,129 | 21,520 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $478,111 | 4,270 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $501,639 | 4,270 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,013,277 | 11,290 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,258,639 | 13,260 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,490,574 | 11,330 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,006,551 | 6,300 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $2,984,800 | 35,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,716,560 | 42,000 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $237,104 | 4,322 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||