Position in SPG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$510,816
-$105,852 QoQ
Shares Held
2,284
-30.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#776
of 1,353 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Monument Capital Management holds $973,719 across 2 REIT - Retail names. SPG ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
2,284 | $510,816 | |
| 2 | O |
Realty Income Corp
|
7,471 | $462,903 |
All Filings in SPG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,816 | 2,284 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $616,668 | 3,306 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $615,490 | 3,325 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $428,075 | 2,281 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $366,693 | 2,281 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $765,960 | 4,612 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $847,445 | 4,921 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $842,733 | 4,986 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $792,092 | 5,218 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $793,404 | 5,070 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $740,444 | 5,191 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $327,330 | 3,030 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $312,835 | 2,709 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||