Center for Financial Planning, Inc.
Position in SPG — Simon Property Group Inc.
CIK 1803557
SOUTHFIED, MI
Position in SPG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$16,997
+$2,821 QoQ
Shares Held
76
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,235
of 1,358 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $401,458 across 2 REIT - Retail names. SPG ranks #2 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
6,205 | $384,461 | |
| 2 | SPG |
Simon Property Group Inc.
This page
|
76 | $16,997 |
All Filings in SPG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,997 | 76 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $14,176 | 76 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $14,068 | 76 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $14,262 | 76 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $12,217 | 76 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $12,622 | 76 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $13,087 | 76 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $12,845 | 76 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $13,206 | 87 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $13,614 | 87 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,840 | 76 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $8,210 | 76 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $8,776 | 76 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,509 | 76 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,928 | 76 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $6,821 | 76 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $7,213 | 76 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,998 | 76 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $12,142 | 76 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $9,877 | 76 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $9,916 | 76 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $8,646 | 76 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $6,481 | 76 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,915 | 76 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,196 | 76 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,169 | 76 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||