Position in SPG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,931,604
+$504,663 QoQ
Shares Held
13,108
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#435
of 1,358 holders
Holding Since
Jun 2021
21 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, 2026FORTEM FINANCIAL GROUP, LLC holds $2,931,604 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.
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|
13,108 | $2,931,604 |
All Filings in SPG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,931,604 | 13,108 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,426,941 | 13,011 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,262,229 | 12,221 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,225,578 | 11,859 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,839,255 | 11,441 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,964,560 | 11,829 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,997,463 | 11,599 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,953,702 | 11,559 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $3,256,869 | 21,455 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,402,875 | 21,745 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,928,684 | 20,532 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,344,034 | 21,698 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,815,748 | 24,383 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,556,834 | 22,835 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,315,060 | 19,706 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,829,105 | 20,380 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,022,650 | 21,309 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,761,062 | 13,386 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $981,147 | 6,141 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $747,587 | 5,752 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $739,560 | 5,668 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||