Position in SPG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,137,036
+$281,610 QoQ
Shares Held
5,084
+10.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#595
of 1,353 holders
Holding Since
Mar 2026
2 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, 2026HARRELL INVESTMENT PARTNERS, LLC holds $5,578,948 across 2 REIT - Retail names. SPG ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
71,690 | $4,441,912 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
5,084 | $1,137,036 |
All Filings in SPG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,137,036 | 5,084 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $855,426 | 4,586 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||