Position in SPG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$292,310
+$49,262 QoQ
Shares Held
1,307
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#945
of 1,350 holders
Holding Since
Dec 2025
3 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, 2026Essex Bank holds $616,669 across 2 REIT - Retail names. SPG ranks #2 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
5,235 | $324,359 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
1,307 | $292,310 |
All Filings in SPG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,310 | 1,307 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $243,048 | 1,303 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $260,264 | 1,406 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||