Position in SPG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$237,292
+$40,317 QoQ
Shares Held
1,061
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,023
of 1,353 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $300,980 across 8 REIT - Retail names. SPG ranks #1 (78.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,061 | $237,292 | |
| 2 | O |
Realty Income Corp
|
970 | $60,101 | |
| 3 | FRT |
Federal Realty Investment Trust
|
12 | $1,481 | |
| 4 | KIM |
Kimco Realty Corp
|
44 | $1,115 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
18 | $567 | |
| 6 | ALX |
Alexanders Inc
|
1 | $275 | |
| 7 | REG |
Regency Centers Corp
|
1 | $79 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
2 | $70 |
All Filings in SPG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,292 | 1,061 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $196,975 | 1,056 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $195,476 | 1,056 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $198,179 | 1,056 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $169,762 | 1,056 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $175,712 | 1,058 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $182,198 | 1,058 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $178,823 | 1,058 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,669 | 11 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,190 | 14 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,569 | 11 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,512 | 14 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,616 | 14 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,567 | 14 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $939 | 8 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $718 | 8 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $759 | 8 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,052 | 8 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,278 | 8 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,039 | 8 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,043 | 8 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $910 | 8 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $682 | 8 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $517 | 8 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||