Position in SPG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$420,014
+$189,277 QoQ
Shares Held
1,878
+51.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#837
of 1,358 holders
Holding Since
Sep 2020
10 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, 2026Kathmere Capital Management, LLC holds $827,401 across 2 REIT - Retail names. SPG ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,878 | $420,014 | |
| 2 | O |
Realty Income Corp
|
6,575 | $407,387 |
All Filings in SPG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,014 | 1,878 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $230,737 | 1,237 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $223,427 | 1,207 | Shares | Sole | 2026-01-13 | |
| 2025-03-31 | $324,354 | 1,953 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $363,363 | 2,110 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $348,519 | 2,062 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $267,927 | 1,765 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $220,494 | 1,409 | Shares | Sole | 2024-04-16 | |
| 2020-12-31 | $596 | 7 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $24,190 | 374 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||