Position in SPG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,471,169
+$285,212 QoQ
Shares Held
6,578
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#548
of 1,353 holders
Holding Since
Jun 2024
9 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, 2026First Pacific Financial holds $1,491,736 across 2 REIT - Retail names. SPG ranks #1 (98.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
6,578 | $1,471,169 | |
| 2 | IVT |
InvenTrust Properties Corp.
|
581 | $20,567 |
All Filings in SPG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,471,169 | 6,578 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,185,957 | 6,358 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $951,280 | 5,139 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $59,303 | 316 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $50,157 | 312 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $61,449 | 370 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $53,729 | 312 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $52,734 | 312 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $47,361 | 312 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||