KMG FIDUCIARY PARTNERS, LLC

Position in SPG — Simon Property Group Inc.

CIK 1773205 TOLEDO, OH

Position in SPG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,559,287

+$1,106,020 QoQ

Shares Held

6,972

+186.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#541

of 1,353 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

KMG FIDUCIARY PARTNERS, LLC holds $1,559,287 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	6,972	$1,559,287

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,559,287	6,972	+186.9%	Shares	Sole	2026-07-09
2026-03-31	$453,267	2,430	+13.1%	Shares	Sole	2026-04-13
2025-12-31	$397,616	2,148	+48.8%	Shares	Sole	2026-01-14
2025-09-30	$270,995	1,444	+0.3%	Shares	Sole	2025-10-10
2025-06-30	$231,333	1,439	+3.3%	Shares	Sole	2025-07-10
2025-03-31	$231,349	1,393	+0.4%	Shares	Sole	2025-04-14
2024-12-31	$239,027	1,388	+0.1%	Shares	Sole	2025-01-15
2024-09-30	$234,430	1,387	+0.9%	Shares	Sole	2024-10-17
2024-06-30	$208,725	1,375	-1.4%	Shares	Sole	2024-07-18
2024-03-31	$218,147	1,394	-37.2%	Shares	Sole	2024-04-10
2023-12-31	$316,375	2,218	+2.1%	Shares	Sole	2024-01-10
2023-09-30	$234,641	2,172	0.0%	Shares	Sole	2023-10-25
2023-06-30	$250,822	2,172	-42.9%	Shares	Sole	2023-07-14
2023-03-31	$425,597	3,801	-60.5%	Shares	Sole	2023-04-13
2022-12-31	$1,129,687	9,616	+0.2%	Shares	Sole	2023-01-12
2022-09-30	$861,151	9,595	-1.3%	Shares	Sole	2022-10-27
2022-06-30	$923,191	9,726	+45.9%	Shares	Sole	2022-07-13
2022-03-31	$877,110	6,667	+196.2%	Shares	Sole	2022-04-19
2021-12-31	$359,642	2,251	+9.6%	Shares	Sole	2022-01-12
2021-09-30	$266,828	2,053	+5.2%	Shares	Sole	2021-10-12
2021-06-30	$254,696	1,952	—	Shares	Sole	2021-07-20
No filing history on record for this holder in this stock.