Position in SPG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$561,808
+$15,462 QoQ
Shares Held
2,512
-14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#760
of 1,358 holders
Holding Since
Dec 2024
7 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, 2026Fulcrum Capital LLC holds $561,808 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
|
2,512 | $561,808 |
All Filings in SPG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,808 | 2,512 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $546,346 | 2,929 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $542,187 | 2,929 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $549,685 | 2,929 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $432,765 | 2,692 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $432,970 | 2,607 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $386,783 | 2,246 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||