CX Institutional

Position in SPG — Simon Property Group Inc.

CIK 1737089 AUBURN, IN

Position in SPG

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$495,832

+$140,493 QoQ

Shares Held

2,217

+16.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#787

of 1,353 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CX Institutional holds $1,662,864 across 10 REIT - Retail names. SPG ranks #1 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	2,217	$495,832
2	O	Realty Income Corp	6,852	$424,549
3	REG	Regency Centers Corp	3,436	$273,986
4	FRT	Federal Realty Investment Trust	1,614	$199,232
5	KIM	Kimco Realty Corp	7,174	$181,860
6	IVT	InvenTrust Properties Corp.	881	$31,187
7	PECO	Phillips Edison & Company, Inc.	724	$30,132
8	KRG	Kite Realty Group Trust	732	$20,774

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$495,832	2,217	+16.4%	Shares	Sole	2026-07-02
2026-03-31	$355,339	1,905	-3.9%	Shares	Sole	2026-04-06
2025-12-31	$366,888	1,982	+16.1%	Shares	Sole	2026-02-02
2025-09-30	$320,352	1,707	+3.2%	Shares	Sole	2025-10-23
2025-06-30	$265,897	1,654	+23.3%	Shares	Sole	2025-07-16
2025-03-31	$222,713	1,341	-0.7%	Shares	Sole	2025-04-15
2024-12-31	$232,655	1,351	+126.3%	Shares	Sole	2025-01-21
2022-06-30	$56,667	597	-12.5%	Shares	Sole	2022-08-02
2021-09-30	$88,639	682	+10.5%	Shares	Sole	2021-11-10
2021-06-30	$80,506	617	+42.5%	Shares	Sole	2021-08-04
2021-03-31	$49,262	433	+20.9%	Shares	Sole	2021-04-15
2020-12-31	$30,530	358	+137.1%	Shares	Sole	2021-01-12
2020-09-30	$9,766	151	+480.8%	Shares	Sole	2020-10-13
2020-06-30	$1,777	26	-80.5%	Shares	Sole	2020-08-06
2020-03-31	$7,296	133	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.