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Equibles

Cornerstone Planning Group LLC

Position in SPG — Simon Property Group Inc.

CIK 1822587 FAIRFIELD, NJ
Back to SPG Full portfolio

Position in SPG

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$28,403
+$2,476 QoQ
Shares Held
127
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,205
of 1,360 holders
Holding Since
Sep 2023
12 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, 2026

Cornerstone Planning Group LLC holds $86,143 across 17 REIT - Retail names. SPG ranks #1 (33.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPG
Simon Property Group Inc.
This page 		127 $28,403
2 O
Realty Income Corp
 273 $16,915
3 ADC
Agree Realty Corp
 99 $7,498
4 KIM
Kimco Realty Corp
 270 $6,844
5 KRG
Kite Realty Group Trust
 204 $5,789
6 REG
Regency Centers Corp
 54 $4,305
7 EPRT
Essential Properties Realty Trust, Inc.
 141 $4,208
8 NTST
NETSTREIT Corp.
 159 $3,359

All Filings in SPG

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $28,403 127
2026-03-31 $25,927 139
2025-12-31 $22,768 123
2025-09-30 $954 35
2025-06-30 $8,359 52
2025-03-31 $5,646 34
2024-12-31 $3,099 18
2024-09-30 $2,704 16
2024-06-30 $1,973 13
2024-03-31 $625 4
2023-12-31 $570 4
2023-09-30 $432 4